SIA
DOCU

Schechter Investment Advisors’s DocuSign DOCU Stock Holding History

Schechter 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
Q3 		– Sell
-7,505
Closed -$383K – 651
2023
Q2 		$383K Buy
7,505
+151
+2% +$8K 0.03% 435
2023
Q1 		$429K Buy
7,354
+304
+4% +$18.1K 0.04% 444
2022
Q4 		$391K Buy
+7,050
New +$343K 0.04% 564
2022
Q3 		– Sell
-3,858
Closed -$222K – 960
2022
Q2 		$222K Sell
3,858
-5,283
-58% -$428K 0.02% 814
2022
Q1 		$979K Buy
9,141
+6,414
+235% +$736K 0.09% 310
2021
Q4 		$416K Buy
+2,727
New +$622K 0.04% 573

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
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
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Schechter Investment Advisors's DOCU Position: Q3 2023 in Review

Schechter Investment Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 7,505 shares — an estimated $383K sold.

Schechter Investment Advisors first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $979K in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Schechter Investment Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 7,505 DocuSign shares in Q3 2023, an estimated $383K.
  • Schechter Investment Advisors first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's DocuSign position peaked at $979K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Schechter Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.