OC
DOCU

Oakworth Capital’s DocuSign DOCU Stock Holding History

Oakworth 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
Q4 		– Sell
-40
Closed -$1.68K – 694
2023
Q3 		$1.68K Hold
40
– – ﹤0.01% 555
2023
Q2 		$2.04K Sell
40
-87
-69% -$4.61K ﹤0.01% 587
2023
Q1 		$7.4K Buy
127
+87
+218% +$5.19K ﹤0.01% 470
2022
Q4 		$2.22K Buy
+40
New +$1.95K ﹤0.01% 523

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Oakworth Capital's DOCU Position: Q4 2023 in Review

Oakworth Capital sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 40 shares — an estimated $1.68K sold.

Oakworth Capital first reported a position in DOCU in Q4 2022 and held it in 4 quarters. The position peaked at $7.4K in Q1 2023. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Oakworth Capital reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Oakworth Capital sold 40 DocuSign shares in Q4 2023, an estimated $1.68K.
  • Oakworth Capital first reported a position in DocuSign in Q4 2022 and held it in 4 quarters.
  • Oakworth Capital's DocuSign position peaked at $7.4K in Q1 2023.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Oakworth Capital's 13F filing for Q4 2023, filed 31 Jan 2024.