Icon Wealth Partners’s DocuSign DOCU Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-21,072	Closed	-$1.08M	–	404
2023 Q2	$1.08M	Sell	21,072 -1,225	-5%	-$64.9K	0.11%	128
2023 Q1	$1.3M	Buy	+22,297	New	+$1.33M	0.14%	120
2022 Q2	$1.46M	Buy	25,387 +2,760	+12%	+$223K	0.17%	115
2022 Q1	$2.42M	Buy	22,627 +16,432	+265%	+$1.89M	0.24%	90
2021 Q4	$944K	Buy	6,195 +4,911	+382%	+$1.12M	0.09%	153
2021 Q3	$331K	Buy	1,284 +418	+48%	+$120K	0.03%	271
2021 Q2	$242K	Buy	+866	New	+$194K	0.03%	325

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

NMO

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Icon Wealth Partners's DOCU Position: Q3 2023 in Review

Icon Wealth Partners sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 21,072 shares — an estimated $1.08M sold.

Icon Wealth Partners first reported a position in DOCU in Q2 2021 and held it in 7 quarters. The position peaked at $2.42M in Q1 2022. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Icon Wealth Partners reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 21,072 DocuSign shares in Q3 2023, an estimated $1.08M.
Icon Wealth Partners first reported a position in DocuSign in Q2 2021 and held it in 7 quarters.
Icon Wealth Partners's DocuSign position peaked at $2.42M in Q1 2022.
662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.