Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-126
Closed -$8K 244
2023
Q4
$8K Buy
126
+13
+12% +$596 ﹤0.01% 359
2023
Q3
$5K Buy
113
+68
+151% +$3.33K ﹤0.01% 383
2023
Q2
$2K Buy
45
+14
+45% +$741 ﹤0.01% 441
2023
Q1
$2K Sell
31
-224
-88% -$13.4K ﹤0.01% 413
2022
Q4
$14K Hold
255
﹤0.01% 313
2022
Q3
$14K Buy
+255
New +$16K ﹤0.01% 301
2021
Q4
Sell
-300
Closed -$77K 394
2021
Q3
$77K Sell
300
-80
-21% -$23.1K 0.01% 309
2021
Q2
$106K Sell
380
-100
-21% -$22.4K ﹤0.01% 327
2021
Q1
$97K Hold
480
﹤0.01% 302
2020
Q4
$107K Sell
480
-1,429
-75% -$321K ﹤0.01% 276
2020
Q3
$411K Buy
+1,909
New +$396K 0.01% 219

Other funds holding DOCU

Psagot Value Holdings's DOCU Position: Q1 2024 in Review

Psagot Value Holdings sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 126 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in DOCU in Q3 2020 and held it in 11 quarters. The position peaked at $411K in Q3 2020. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Psagot Value Holdings reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 126 DocuSign shares in Q1 2024, an estimated $8K.
  • Psagot Value Holdings first reported a position in DocuSign in Q3 2020 and held it in 11 quarters.
  • Psagot Value Holdings's DocuSign position peaked at $411K in Q3 2020.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.