Sutton Wealth Advisors’s DocuSign DOCU Stock Holding History

Sutton 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	$924	Hold	22	–	–	﹤0.01%	796
2023 Q2	$1.12K	Hold	22	–	–	﹤0.01%	769
2023 Q1	$1.28K	Hold	22	–	–	﹤0.01%	704
2022 Q4	$1.22K	Buy	22 +3	+16%	+$146	﹤0.01%	1277
2022 Q3	$1.02K	Buy	+19	New	+$1.19K	﹤0.01%	1291
2022 Q2	–	Sell	-12	Closed	-$1.28K	–	1659
2022 Q1	$1.28K	Hold	12	–	–	﹤0.01%	1280
2021 Q4	$1.83K	Sell	12 -1	-8%	-$228	﹤0.01%	1216
2021 Q3	$3.35K	Hold	13	–	–	﹤0.01%	1111
2021 Q2	$3.63K	Buy	13 +1	+8%	+$224	﹤0.01%	1092
2021 Q1	$2.43K	Hold	12	–	–	﹤0.01%	1119
2020 Q4	$2.67K	Hold	12	–	–	﹤0.01%	1072
2020 Q3	$2.58K	Buy	+12	New	+$2.49K	﹤0.01%	1042

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

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

Sutton Wealth Advisors held its DocuSign (DOCU) position steady in Q3 2023 at 22 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Sutton Wealth Advisors first reported a position in DOCU in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.63K in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Sutton Wealth Advisors held 22 shares of DocuSign worth $924 as of Q3 2023.
Sutton Wealth Advisors left its DocuSign share count unchanged in Q3 2023.
DocuSign made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #796 holding.
Sutton Wealth Advisors first reported a position in DocuSign in Q3 2020 and has held it in 12 quarters since.
Sutton Wealth Advisors's DocuSign position peaked at $3.63K in Q2 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.