SVB Wealth’s DocuSign DOCU Stock Holding History

SVB Wealth’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 Q2	–	Sell	-4,253	Closed	-$248K	–	945
2023 Q1	$248K	Sell	4,253 -476	-10%	-$28.4K	﹤0.01%	810
2022 Q4	$262K	Sell	4,729 -679	-13%	-$33.1K	﹤0.01%	800
2022 Q3	$289K	Buy	+5,408	New	+$339K	﹤0.01%	706

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

SVB Wealth's DOCU Position: Q2 2023 in Review

SVB Wealth sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 4,253 shares — an estimated $248K sold.

SVB Wealth first reported a position in DOCU in Q3 2022 and held it in 3 quarters. The position peaked at $289K in Q3 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

SVB Wealth reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 4,253 DocuSign shares in Q2 2023, an estimated $248K.
SVB Wealth first reported a position in DocuSign in Q3 2022 and held it in 3 quarters.
SVB Wealth's DocuSign position peaked at $289K in Q3 2022.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.