Pathstone Family Office’s DocuSign DOCU Stock Holding History

Pathstone Family Office’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 Q3	$3.19M	Sell	75,851 -1,203	-2%	-$59K	0.02%	372
2023 Q2	$3.94M	Sell	77,054 -1,853	-2%	-$98.1K	0.06%	199
2023 Q1	$4.6M	Sell	78,907 -9,789	-11%	-$584K	0.07%	159
2022 Q4	$4.16M	Sell	88,696 -12,741	-13%	-$620K	0.04%	312
2022 Q3	$5.46M	Buy	101,437 +59,208	+140%	+$3.71M	0.05%	219
2022 Q2	$2.42M	Buy	42,229 +38,216	+952%	+$3.09M	0.05%	182
2022 Q1	$470K	Buy	4,013 +150	+4%	+$17.2K	0.01%	572
2021 Q4	$589K	Sell	3,863 -1,688	-30%	-$385K	0.01%	491
2021 Q3	$1.43M	Buy	5,551 +71	+1%	+$20.5K	0.04%	216
2021 Q2	$1.53M	Buy	5,480 +2,989	+120%	+$668K	0.05%	190
2021 Q1	$504K	Buy	2,491 +190	+8%	+$44.1K	0.02%	341
2020 Q4	$512K	Buy	+2,301	New	+$517K	0.02%	173
2020 Q3	–	Sell	-100	Closed	-$17K	–	844
2020 Q2	$17K	Hold	100	–	–	﹤0.01%	443
2020 Q1	$9K	Buy	+100	New	+$8.04K	﹤0.01%	541
2019 Q2	–	Sell	-13	Closed	-$1K	–	697
2019 Q1	$1K	Buy	+13	New	+$663	﹤0.01%	842

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's DOCU Position: Q3 2023 in Review

Pathstone Family Office reduced its DocuSign (DOCU) stake by 1.6% in Q3 2023, selling an estimated $59K and leaving 75,851 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #372.

Pathstone Family Office first reported a position in DOCU in Q1 2019 and has held it in 15 quarters since. The position peaked at $5.46M in Q3 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Pathstone Family Office held 75,851 shares of DocuSign worth $3.19M as of Q3 2023.
Pathstone Family Office sold 1,203 DocuSign shares in Q3 2023, an estimated $59K.
DocuSign made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #372 holding.
Pathstone Family Office first reported a position in DocuSign in Q1 2019 and has held it in 15 quarters since.
Pathstone Family Office's DocuSign position peaked at $5.46M in Q3 2022.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.