Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
– Sell
-48
Closed -$2.66K – 268
2022
Q4
$2.66K Buy
+48
New +$2.34K ﹤0.01% 463

Other funds holding DOCU

My Personal CFO LLC's DOCU Position: Q1 2023 in Review

My Personal CFO LLC sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 48 shares — an estimated $2.66K sold.

My Personal CFO LLC first reported a position in DOCU in Q4 2022 and held it in 1 quarter. The position peaked at $2.66K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • My Personal CFO LLC reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 48 DocuSign shares in Q1 2023, an estimated $2.66K.
  • My Personal CFO LLC first reported a position in DocuSign in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's DocuSign position peaked at $2.66K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.