MCC
DOCU

Money Concepts Capital’s DocuSign DOCU Stock Holding History

Money Concepts Capital’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
-2,098
Closed -$116K – 1082
2022
Q4 		$116K Buy
2,098
+1,877
+849% +$91.4K 0.01% 907
2022
Q3 		$12K Buy
221
+6
+3% +$376 ﹤0.01% 1021
2022
Q2 		$13K Sell
215
-3,010
-93% -$244K ﹤0.01% 972
2022
Q1 		$345K Buy
+3,225
New +$370K 0.02% 541
2021
Q1 		– Sell
-1,520
Closed -$338K – 725
2020
Q4 		$338K Buy
+1,520
New +$341K 0.03% 346

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

Money Concepts Capital's DOCU Position: Q1 2023 in Review

Money Concepts Capital sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 2,098 shares — an estimated $116K sold.

Money Concepts Capital first reported a position in DOCU in Q4 2020 and held it in 5 quarters. The position peaked at $345K in Q1 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Money Concepts Capital reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,098 DocuSign shares in Q1 2023, an estimated $116K.
  • Money Concepts Capital first reported a position in DocuSign in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's DocuSign position peaked at $345K in Q1 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.