RDIA
DOCU

RE Dickinson Investment Advisors’s DocuSign DOCU Stock Holding History

RE Dickinson Investment Advisors’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
-34
Closed -$1K – 235
2023
Q3 		$1K Hold
34
– – ﹤0.01% 247
2023
Q2 		$2K Hold
34
– – ﹤0.01% 334
2023
Q1 		$2K Hold
34
– – ﹤0.01% 361
2022
Q4 		$2K Hold
34
– – ﹤0.01% 337
2022
Q3 		$2K Hold
34
– – ﹤0.01% 214
2022
Q2 		$2K Hold
34
– – ﹤0.01% 240
2022
Q1 		$4K Hold
34
– – ﹤0.01% 226
2021
Q4 		$5K Buy
+34
New +$7.75K ﹤0.01% 211

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

RE Dickinson Investment Advisors's DOCU Position: Q4 2023 in Review

RE Dickinson Investment Advisors sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 34 shares — an estimated $1K sold.

RE Dickinson Investment Advisors first reported a position in DOCU in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • RE Dickinson Investment Advisors reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 34 DocuSign shares in Q4 2023, an estimated $1K.
  • RE Dickinson Investment Advisors first reported a position in DocuSign in Q4 2021 and held it in 8 quarters.
  • RE Dickinson Investment Advisors's DocuSign position peaked at $5K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.