Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$357 Sell
6
-6
-50% -$275 ﹤0.01% 429
2023
Q3
$504 Hold
12
﹤0.01% 430
2023
Q2
$677 Hold
12
﹤0.01% 439
2023
Q1
$679 Buy
+12
New +$716 ﹤0.01% 466

Other funds holding DOCU

Nalls Sherbakoff Group's DOCU Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its DocuSign (DOCU) stake by 50% in Q4 2023, selling an estimated $275 and leaving 6 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Nalls Sherbakoff Group first reported a position in DOCU in Q1 2023 and has held it in 4 quarters since. The position peaked at $679 in Q1 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Nalls Sherbakoff Group held 6 shares of DocuSign worth $357 as of Q4 2023.
  • Nalls Sherbakoff Group sold 6 DocuSign shares in Q4 2023, an estimated $275.
  • DocuSign made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #429 holding.
  • Nalls Sherbakoff Group first reported a position in DocuSign in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's DocuSign position peaked at $679 in Q1 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.