Purus Wealth Management’s DocuSign DOCU Stock Holding History

Purus Wealth Management’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	-4,057	Closed	-$207K	–	117
2023 Q2	$207K	Sell	4,057 -240	-6%	-$12.7K	0.13%	116
2023 Q1	$251K	Sell	4,297 -234	-5%	-$14K	0.2%	98
2022 Q4	$251K	Sell	4,531 -296	-6%	-$14.4K	0.23%	91
2022 Q3	$258K	Sell	4,827 -800	-14%	-$50.2K	0.24%	86
2022 Q2	$323K	Sell	5,627 -26	-0.5%	-$2.1K	0.29%	73
2022 Q1	$606K	Sell	5,653 -45	-0.8%	-$5.17K	0.42%	58
2021 Q4	$868K	Buy	5,698 +33	+0.6%	+$7.52K	0.54%	48
2021 Q3	$1.46M	Buy	5,665 +1,103	+24%	+$318K	1.01%	26
2021 Q2	$1.27M	Buy	4,562 +11	+0.2%	+$2.46K	0.92%	28
2021 Q1	$921K	Buy	4,551 +329	+8%	+$76.3K	0.77%	31
2020 Q4	$939K	Buy	+4,222	New	+$948K	0.84%	29

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Purus Wealth Management's DOCU Position: Q3 2023 in Review

Purus Wealth Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 4,057 shares — an estimated $207K sold.

Purus Wealth Management first reported a position in DOCU in Q4 2020 and held it in 11 quarters. The position peaked at $1.46M in Q3 2021. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Purus Wealth Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Purus Wealth Management sold 4,057 DocuSign shares in Q3 2023, an estimated $207K.
Purus Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 11 quarters.
Purus Wealth Management's DocuSign position peaked at $1.46M in Q3 2021.
662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Purus Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.