Meridian Wealth Management’s DocuSign DOCU Stock Holding History

Meridian Wealth Management’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	-6,062	Closed	-$310K	–	546
2023 Q2	$310K	Buy	+6,062	New	+$321K	0.03%	427
2022 Q1	–	Sell	-11,918	Closed	-$1.81M	–	410
2021 Q4	$1.81M	Sell	11,918 -1,219	-9%	-$278K	0.19%	98
2021 Q3	$3.38M	Buy	13,137 +248	+2%	+$71.5K	0.42%	47
2021 Q2	$3.6M	Sell	12,889 -559	-4%	-$125K	0.46%	43
2021 Q1	$2.72M	Buy	13,448 +327	+2%	+$75.8K	0.4%	55
2020 Q4	$2.92M	Sell	13,121 -1,066	-8%	-$239K	0.46%	47
2020 Q3	$3.05M	Buy	14,187 +5,043	+55%	+$1.05M	0.75%	28
2020 Q2	$1.57M	Buy	+9,144	New	+$1.15M	0.53%	40

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

Meridian Wealth Management's DOCU Position: Q3 2023 in Review

Meridian Wealth Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 6,062 shares — an estimated $310K sold.

Meridian Wealth Management first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $3.6M in Q2 2021. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Meridian Wealth Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 6,062 DocuSign shares in Q3 2023, an estimated $310K.
Meridian Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
Meridian Wealth Management's DocuSign position peaked at $3.6M in Q2 2021.
662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.