Private Ocean’s DocuSign DOCU Stock Holding History

Private Ocean’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	-7	Closed	-$358	–	499
2023 Q2	$358	Hold	7	–	–	﹤0.01%	551
2023 Q1	$408	Buy	+7	New	+$418	﹤0.01%	583
2022 Q4	–	Sell	-4	Closed	–	–	575
2022 Q3	$0	Hold	4	–	–	﹤0.01%	560
2022 Q2	$0	Hold	4	–	–	﹤0.01%	528
2022 Q1	$0	Sell	4 -100	-96%	-$11.5K	﹤0.01%	641
2021 Q4	$16K	Buy	104 +100	+2,500%	+$22.8K	﹤0.01%	379
2021 Q3	$1K	Buy	+4	New	+$1.15K	﹤0.01%	526

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

Private Ocean's DOCU Position: Q3 2023 in Review

Private Ocean sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 7 shares — an estimated $358 sold.

Private Ocean first reported a position in DOCU in Q3 2021 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Private Ocean reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 7 DocuSign shares in Q3 2023, an estimated $358.
Private Ocean first reported a position in DocuSign in Q3 2021 and held it in 7 quarters.
Private Ocean's DocuSign position peaked at $16K in Q4 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.