RGC
DOCU

Roberts, Glore & Co’s DocuSign DOCU Stock Holding History

Roberts, Glore & Co’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
-5,975
Closed -$331K – 200
2022
Q4 		$331K Sell
5,975
-1,945
-25% -$94.7K 0.12% 141
2022
Q3 		$423K Buy
7,920
+2,875
+57% +$180K 0.15% 125
2022
Q2 		$289K Buy
5,045
+375
+8% +$30.4K 0.1% 150
2022
Q1 		$500K Buy
+4,670
New +$536K 0.14% 127

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.66T AUM 25.57% 1-Year Est. Return

Roberts, Glore & Co's DOCU Position: Q1 2023 in Review

Roberts, Glore & Co sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 5,975 shares — an estimated $331K sold.

Roberts, Glore & Co first reported a position in DOCU in Q1 2022 and held it in 4 quarters. The position peaked at $500K in Q1 2022. 727 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Roberts, Glore & Co reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Roberts, Glore & Co sold 5,975 DocuSign shares in Q1 2023, an estimated $331K.
  • Roberts, Glore & Co first reported a position in DocuSign in Q1 2022 and held it in 4 quarters.
  • Roberts, Glore & Co's DocuSign position peaked at $500K in Q1 2022.
  • 727 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Roberts, Glore & Co's 13F filing for Q1 2023, filed 8 May 2023.