TD Ameritrade Investment Management’s DocuSign DOCU Stock Holding History

TD Ameritrade Investment Management’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	-22	Closed	-$1K	–	118
2023 Q2	$1K	Buy	+22	New	+$1.17K	﹤0.01%	504
2021 Q4	–	Sell	-8	Closed	-$2K	–	639
2021 Q3	$2K	Buy	+8	New	+$2.31K	﹤0.01%	574
2021 Q2	–	Sell	-4	Closed	-$1K	–	639
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	605
2020 Q4	$1K	Sell	4 -4	-50%	-$898	﹤0.01%	605
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	574
2020 Q2	$1K	Buy	+8	New	+$1.01K	﹤0.01%	603

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

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

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

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

TD Ameritrade Investment Management's DOCU Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 22 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

TD Ameritrade Investment Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 22 DocuSign shares in Q3 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
TD Ameritrade Investment Management's DocuSign position peaked at $2K in Q3 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.