PFS Investments’s DocuSign DOCU Stock Holding History

PFS Investments’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	$1.78M	Buy	34,761 +183	+0.5%	+$9.69K	0.03%	339
2023 Q1	$1.95M	Buy	34,578 +122	+0.4%	+$7.28K	0.03%	315
2022 Q4	$1.91M	Sell	34,456 -831	-2%	-$40.5K	0.04%	297
2022 Q3	$1.89M	Buy	35,287 +87	+0.2%	+$5.45K	0.03%	286
2022 Q2	$2.02M	Sell	35,200 -766	-2%	-$62K	0.04%	270
2022 Q1	$3.85M	Sell	35,966 -264	-0.7%	-$30.3K	0.07%	223
2021 Q4	$5.52M	Buy	36,230 +11,523	+47%	+$2.63M	0.11%	180
2021 Q3	$6.77M	Buy	24,707 +8,265	+50%	+$2.38M	0.14%	144
2021 Q2	$4.74M	Buy	16,442 +7,058	+75%	+$1.58M	0.11%	169
2021 Q1	$1.9M	Buy	+9,384	New	+$2.18M	0.05%	238

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

PFS Investments's DOCU Position: Q2 2023 in Review

PFS Investments increased its DocuSign (DOCU) stake by 0.53% in Q2 2023, buying an estimated $9.69K and bringing the position to 34,761 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #339.

PFS Investments first reported a position in DOCU in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.77M in Q3 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

PFS Investments held 34,761 shares of DocuSign worth $1.78M as of Q2 2023.
PFS Investments bought 183 DocuSign shares in Q2 2023, an estimated $9.69K.
DocuSign made up 0.03% of PFS Investments's portfolio in Q2 2023, its #339 holding.
PFS Investments first reported a position in DocuSign in Q1 2021 and has held it in 10 quarters since.
PFS Investments's DocuSign position peaked at $6.77M in Q3 2021.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.