Relative Value Partners Group’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,021
Closed -$306K 365
2024
Q1
$306K Buy
5,021
+17
+0.3% +$960 0.02% 234
2023
Q4
$297K Buy
+5,004
New +$230K 0.02% 241
2019
Q3
Sell
-6,481
Closed -$322K 166
2019
Q2
$322K Hold
6,481
0.03% 125
2019
Q1
$336K Buy
+6,481
New +$331K 0.04% 129

Other funds holding DOCU

Relative Value Partners Group's DOCU Position: Q2 2024 in Review

Relative Value Partners Group sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 5,021 shares — an estimated $306K sold.

Relative Value Partners Group first reported a position in DOCU in Q1 2019 and held it in 4 quarters. The position peaked at $336K in Q1 2019. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • Relative Value Partners Group reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
  • Relative Value Partners Group sold 5,021 DocuSign shares in Q2 2024, an estimated $306K.
  • Relative Value Partners Group first reported a position in DocuSign in Q1 2019 and held it in 4 quarters.
  • Relative Value Partners Group's DocuSign position peaked at $336K in Q1 2019.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.