TAA
DOCU

TB Alternative Assets’s DocuSign DOCU Stock Holding History

TB Alternative Assets’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
-101,700
Closed -$5.2M – 44
2023
Q2 		$5.2M Sell
101,700
-101,900
-50% -$5.4M 1.29% 18
2023
Q1 		$11.9M Buy
203,600
+12,900
+7% +$769K 2.93% 10
2022
Q4 		$10.6M Buy
190,700
+44,600
+31% +$2.17M 3.8% 8
2022
Q3 		$7.81M Buy
+146,100
New +$9.16M 2.82% 9

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.66T AUM 25.57% 1-Year Est. Return

TB Alternative Assets's DOCU Position: Q3 2023 in Review

TB Alternative Assets sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 101,700 shares — an estimated $5.2M sold.

TB Alternative Assets first reported a position in DOCU in Q3 2022 and held it in 4 quarters. The position peaked at $11.9M in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • TB Alternative Assets reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • TB Alternative Assets sold 101,700 DocuSign shares in Q3 2023, an estimated $5.2M.
  • TB Alternative Assets first reported a position in DocuSign in Q3 2022 and held it in 4 quarters.
  • TB Alternative Assets's DocuSign position peaked at $11.9M in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on TB Alternative Assets's 13F filing for Q3 2023, filed 13 Oct 2023.