PFG
DOCU

Piershale Financial Group’s DocuSign DOCU Stock Holding History

Piershale Financial Group’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 		$1.28K Hold
25
– – ﹤0.01% 240
2023
Q1 		$1.46K Hold
25
– – ﹤0.01% 262
2022
Q4 		$1.39K Buy
+25
New +$1.22K ﹤0.01% 263

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 $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Piershale Financial Group's DOCU Position: Q2 2023 in Review

Piershale Financial Group held its DocuSign (DOCU) position steady in Q2 2023 at 25 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Piershale Financial Group first reported a position in DOCU in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.46K in Q1 2023. 712 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • Piershale Financial Group held 25 shares of DocuSign worth $1.28K as of Q2 2023.
  • Piershale Financial Group left its DocuSign share count unchanged in Q2 2023.
  • DocuSign made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #240 holding.
  • Piershale Financial Group first reported a position in DocuSign in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's DocuSign position peaked at $1.46K in Q1 2023.
  • 712 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.