Ropes Wealth Advisors’s DocuSign DOCU Stock Holding History

Ropes Wealth 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 Q3	$855K	Hold	20,349	–	–	0.17%	112
2023 Q2	$1.04M	Hold	20,349	–	–	0.17%	116
2023 Q1	$1.19M	Hold	20,349	–	–	0.21%	103
2022 Q4	$1.13M	Hold	20,349	–	–	0.2%	107
2022 Q3	$1.09M	Hold	20,349	–	–	0.23%	99
2022 Q2	$1.17M	Hold	20,349	–	–	0.24%	97
2022 Q1	$2.18M	Buy	20,349 +5,092	+33%	+$584K	0.37%	69
2021 Q4	$2.32M	Buy	+15,257	New	+$3.48M	0.41%	59
2019 Q3	–	Sell	-300	Closed	-$15K	–	555
2019 Q2	$15K	Buy	+300	New	+$16K	﹤0.01%	453

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

Ropes Wealth Advisors's DOCU Position: Q3 2023 in Review

Ropes Wealth Advisors held its DocuSign (DOCU) position steady in Q3 2023 at 20,349 shares worth $855K. The position accounts for 0.17% of the portfolio, ranked #112.

Ropes Wealth Advisors first reported a position in DOCU in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.32M in Q4 2021. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Ropes Wealth Advisors held 20,349 shares of DocuSign worth $855K as of Q3 2023.
Ropes Wealth Advisors left its DocuSign share count unchanged in Q3 2023.
DocuSign made up 0.17% of Ropes Wealth Advisors's portfolio in Q3 2023, its #112 holding.
Ropes Wealth Advisors first reported a position in DocuSign in Q2 2019 and has held it in 9 quarters since.
Ropes Wealth Advisors's DocuSign position peaked at $2.32M in Q4 2021.
662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.