TWA
DOCU

TCI Wealth Advisors’s DocuSign DOCU Stock Holding History

TCI 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
2021
Q3 		– Sell
-4,500
Closed -$1.26M – 2422
2021
Q2 		$1.26M Sell
4,500
-500
-10% -$112K 0.21% 53
2021
Q1 		$1.01M Hold
5,000
– – 0.43% 50
2020
Q4 		$1.11M Buy
+5,000
New +$1.12M 0.5% 48

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

TCI Wealth Advisors's DOCU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 315 shares — an estimated $18.4K sold.

TCI Wealth Advisors first reported a position in DOCU in Q3 2018 and held it in 19 quarters. The position peaked at $61K in Q3 2021. 712 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 315 DocuSign shares in Q2 2023, an estimated $18.4K.
  • TCI Wealth Advisors first reported a position in DocuSign in Q3 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's DocuSign position peaked at $61K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.