Harvest Portfolios Group’s DocuSign DOCU Stock Holding History

Harvest Portfolios Group’s Portfolio DOCU Stock Details DOCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-19,645	Closed	-$1.09M	–	225
2022 Q4	$1.09M	Buy	+19,645	New	+$956K	0.06%	120

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Portfolios Group's DOCU Position: Q1 2023 in Review

Harvest Portfolios Group sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 19,645 shares — an estimated $1.09M sold.

Harvest Portfolios Group first reported a position in DOCU in Q4 2022 and held it in 1 quarter. The position peaked at $1.09M in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

Harvest Portfolios Group reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
Harvest Portfolios Group sold 19,645 DocuSign shares in Q1 2023, an estimated $1.09M.
Harvest Portfolios Group first reported a position in DocuSign in Q4 2022 and held it in 1 quarter.
Harvest Portfolios Group's DocuSign position peaked at $1.09M in Q4 2022.
726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Harvest Portfolios Group's 13F filing for Q1 2023, filed 18 May 2023.