NFC
DOCU

Northeast Financial Consultants’s DocuSign DOCU Stock Holding History

Northeast Financial Consultants’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
Q2 		– Sell
-4,390
Closed -$256K – 303
2023
Q1 		$256K Buy
+4,390
New +$262K 0.02% 263
2022
Q4 		– Sell
-6,725
Closed -$360K – 329
2022
Q3 		$360K Buy
6,725
+1,200
+22% +$75.2K 0.03% 238
2022
Q2 		$317K Sell
5,525
-6,622
-55% -$536K 0.02% 249
2022
Q1 		$1.3M Buy
12,147
+77
+0.6% +$8.84K 0.08% 135
2021
Q4 		$1.84M Buy
12,070
+8,732
+262% +$1.99M 0.11% 101
2021
Q3 		$859K Buy
3,338
+1,033
+45% +$298K 0.06% 174
2021
Q2 		$644K Buy
2,305
+719
+45% +$161K 0.04% 191
2021
Q1 		$321K Buy
+1,586
New +$368K 0.02% 264

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Northeast Financial Consultants's DOCU Position: Q2 2023 in Review

Northeast Financial Consultants sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 4,390 shares — an estimated $256K sold.

Northeast Financial Consultants first reported a position in DOCU in Q1 2021 and held it in 8 quarters. The position peaked at $1.84M in Q4 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Northeast Financial Consultants reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • Northeast Financial Consultants sold 4,390 DocuSign shares in Q2 2023, an estimated $256K.
  • Northeast Financial Consultants first reported a position in DocuSign in Q1 2021 and held it in 8 quarters.
  • Northeast Financial Consultants's DocuSign position peaked at $1.84M in Q4 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Northeast Financial Consultants's 13F filing for Q2 2023, filed 8 Aug 2023.