TFO Wealth Partners’s DocuSign DOCU Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-216	Closed	-$11K	–	969
2023 Q3	$11K	Buy	216 +7	+3%	+$343	﹤0.01%	160
2023 Q2	$10.7K	Buy	+209	New	+$11.1K	﹤0.01%	151
2022 Q3	–	Sell	-13	Closed	-$1K	–	230
2022 Q2	$1K	Buy	+13	New	+$1.05K	﹤0.01%	394
2021 Q2	–	Sell	-300	Closed	-$61K	–	121
2021 Q1	$61K	Buy	+300	New	+$69.6K	0.02%	68

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 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

TFO Wealth Partners's DOCU Position: Q4 2023 in Review

TFO Wealth Partners sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 216 shares — an estimated $11K sold.

TFO Wealth Partners first reported a position in DOCU in Q1 2021 and held it in 4 quarters. The position peaked at $61K in Q1 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

TFO Wealth Partners reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 216 DocuSign shares in Q4 2023, an estimated $11K.
TFO Wealth Partners first reported a position in DocuSign in Q1 2021 and held it in 4 quarters.
TFO Wealth Partners's DocuSign position peaked at $61K in Q1 2021.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.