HeadInvest LLC’s DocuSign DOCU Stock Holding History

HeadInvest LLC’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 Q4	–	Sell	-279	Closed	-$11.6K	–	342
2023 Q3	$11.6K	Buy	+279	New	+$13.7K	﹤0.01%	542
2021 Q4	–	Sell	-822	Closed	-$212K	–	235
2021 Q3	$212K	Buy	+822	New	+$237K	0.04%	215

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HeadInvest LLC's DOCU Position: Q4 2023 in Review

HeadInvest LLC sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 279 shares — an estimated $11.6K sold.

HeadInvest LLC first reported a position in DOCU in Q3 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

HeadInvest LLC reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 279 DocuSign shares in Q4 2023, an estimated $11.6K.
HeadInvest LLC first reported a position in DocuSign in Q3 2021 and held it in 2 quarters.
HeadInvest LLC's DocuSign position peaked at $212K in Q3 2021.
705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.