Personal CFO Solutions’s DocuSign DOCU Stock Holding History

Personal CFO Solutions’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	–	Sell	-5,801	Closed	-$296K	–	467
2023 Q2	$296K	Sell	5,801 -21	-0.4%	-$1.11K	0.06%	333
2023 Q1	$339K	Buy	5,822 +149	+3%	+$8.89K	0.07%	273
2022 Q4	$314K	Sell	5,673 -565	-9%	-$27.5K	0.07%	280
2022 Q3	$334K	Buy	6,238 +229	+4%	+$14.4K	0.08%	230
2022 Q2	$345K	Sell	6,009 -528	-8%	-$42.7K	0.08%	237
2022 Q1	$700K	Buy	6,537 +3,463	+113%	+$397K	0.14%	141
2021 Q4	$468K	Buy	3,074 +1,364	+80%	+$311K	0.09%	209
2021 Q3	$440K	Buy	1,710 +13	+0.8%	+$3.75K	0.09%	206
2021 Q2	$474K	Buy	1,697 +218	+15%	+$48.7K	0.1%	195
2021 Q1	$299K	Buy	+1,479	New	+$343K	0.06%	259

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Personal CFO Solutions's DOCU Position: Q3 2023 in Review

Personal CFO Solutions sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 5,801 shares — an estimated $296K sold.

Personal CFO Solutions first reported a position in DOCU in Q1 2021 and held it in 10 quarters. The position peaked at $700K in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Personal CFO Solutions reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 5,801 DocuSign shares in Q3 2023, an estimated $296K.
Personal CFO Solutions first reported a position in DocuSign in Q1 2021 and held it in 10 quarters.
Personal CFO Solutions's DocuSign position peaked at $700K in Q1 2022.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.