PCP
DOCU

Proficio Capital Partners’s DocuSign DOCU Stock Holding History

Proficio Capital Partners’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
Q4 		– Sell
-5,826
Closed -$245K – 310
2023
Q3 		$245K Sell
5,826
-274
-4% -$13.4K 0.03% 252
2023
Q2 		$312K Sell
6,100
-151
-2% -$8K 0.04% 209
2023
Q1 		$364K Sell
6,251
-410
-6% -$24.5K 0.06% 186
2022
Q4 		$371K Buy
6,661
+659
+11% +$32.1K 0.07% 165
2022
Q3 		$326K Buy
6,002
+17
+0.3% +$1.07K 0.06% 169
2022
Q2 		$343K Buy
5,985
+314
+6% +$25.4K 0.06% 170
2022
Q1 		$606K Buy
5,671
+2,982
+111% +$342K 0.09% 117
2021
Q4 		$410K Buy
+2,689
New +$613K 0.06% 167
2019
Q3 		– Sell
-2,029
Closed -$101K – 513
2019
Q2 		$101K Buy
2,029
+29
+1% +$1.55K 0.03% 206
2019
Q1 		$104K Buy
+2,000
New +$102K 0.04% 192

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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