Stonebridge Capital Advisors’s DocuSign DOCU Stock Holding History

Stonebridge Capital 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 Q4	–	Sell	-243	Closed	-$10.2K	–	377
2023 Q3	$10.2K	Buy	243 +68	+39%	+$3.33K	﹤0.01%	603
2023 Q2	$8.94K	Buy	175 +43	+33%	+$2.28K	﹤0.01%	626
2023 Q1	$7.7K	Hold	132	–	–	﹤0.01%	652
2022 Q4	$7.32K	Sell	132 -7	-5%	-$341	﹤0.01%	650
2022 Q3	$7K	Sell	139 -17	-11%	-$1.07K	﹤0.01%	632
2022 Q2	$9K	Sell	156 -4	-3%	-$324	﹤0.01%	612
2022 Q1	$17K	Buy	+160	New	+$18.4K	﹤0.01%	555
2021 Q4	–	Sell	-7	Closed	-$2K	–	976
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	812
2021 Q2	$2K	Buy	+7	New	+$1.56K	﹤0.01%	786

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stonebridge Capital Advisors's DOCU Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 243 shares — an estimated $10.2K sold.

Stonebridge Capital Advisors first reported a position in DOCU in Q2 2021 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Stonebridge Capital Advisors reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 243 DocuSign shares in Q4 2023, an estimated $10.2K.
Stonebridge Capital Advisors first reported a position in DocuSign in Q2 2021 and held it in 9 quarters.
Stonebridge Capital Advisors's DocuSign position peaked at $17K in Q1 2022.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.