RA
DOCU

Resolute Advisors’s DocuSign DOCU Stock Holding History

Resolute 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
Q1 		– Sell
-11,824
Closed -$655K – 72
2022
Q4 		$655K Hold
11,824
– – 0.09% 23
2022
Q3 		$632K Buy
11,824
+1,092
+10% +$68.5K 0.08% 22
2022
Q2 		$616K Hold
10,732
– – 0.06% 26
2022
Q1 		$1.15M Buy
10,732
+2,400
+29% +$275K 0.05% 22
2021
Q4 		$1.27M Buy
8,332
+150
+2% +$34.2K 0.04% 23
2021
Q3 		$2.11M Hold
8,182
– – 0.29% 16
2021
Q2 		$2.29M Hold
8,182
– – 0.35% 13
2021
Q1 		$1.66M Buy
8,182
+97
+1% +$22.5K 0.22% 18
2020
Q4 		$1.8M Buy
+8,085
New +$1.82M 1.01% 17

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Resolute Advisors's DOCU Position: Q1 2023 in Review

Resolute Advisors sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 11,824 shares — an estimated $655K sold.

Resolute Advisors first reported a position in DOCU in Q4 2020 and held it in 9 quarters. The position peaked at $2.29M in Q2 2021. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Resolute Advisors reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Resolute Advisors sold 11,824 DocuSign shares in Q1 2023, an estimated $655K.
  • Resolute Advisors first reported a position in DocuSign in Q4 2020 and held it in 9 quarters.
  • Resolute Advisors's DocuSign position peaked at $2.29M in Q2 2021.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Resolute Advisors's 13F filing for Q1 2023, filed 9 May 2023.