KFS
DOCU

Kelly Financial Services’s DocuSign DOCU Stock Holding History

Kelly Financial Services’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
-4
Closed -$222 – 710
2022
Q4 		$222 Hold
4
– – ﹤0.01% 638
2022
Q3 		$214 Hold
4
– – ﹤0.01% 649
2022
Q2 		$230 Hold
4
– – ﹤0.01% 640
2022
Q1 		$428 Hold
4
– – ﹤0.01% 619
2021
Q4 		$609 Buy
+4
New +$912 ﹤0.01% 615
2021
Q1 		– Sell
-50
Closed -$11.1K – 647
2020
Q4 		$11.1K Hold
50
– – 0.01% 255
2020
Q3 		$10.8K Hold
50
– – 0.01% 247
2020
Q2 		$8.61K Hold
50
– – 0.01% 267
2020
Q1 		$4.62K Buy
+50
New +$4.02K 0.01% 304

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's DOCU Position: Q1 2023 in Review

Kelly Financial Services sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 4 shares — an estimated $222 sold.

Kelly Financial Services first reported a position in DOCU in Q1 2020 and held it in 9 quarters. The position peaked at $11.1K in Q4 2020. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Kelly Financial Services reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 4 DocuSign shares in Q1 2023, an estimated $222.
  • Kelly Financial Services first reported a position in DocuSign in Q1 2020 and held it in 9 quarters.
  • Kelly Financial Services's DocuSign position peaked at $11.1K in Q4 2020.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.