TBWA
DOCU

Three Bridge Wealth Advisors’s DocuSign DOCU Stock Holding History

Three Bridge 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
2023
Q4 		– Sell
-29,382
Closed -$1.23M – 97
2023
Q3 		$1.23M Hold
29,382
– – 0.51% 33
2023
Q2 		$1.5M Hold
29,382
– – 0.64% 29
2023
Q1 		$1.71M Hold
29,382
– – 0.79% 26
2022
Q4 		$1.63M Hold
29,382
– – 0.87% 25
2022
Q3 		$1.57M Hold
29,382
– – 0.8% 24
2022
Q2 		$1.69M Hold
29,382
– – 0.83% 22
2022
Q1 		$3.15M Buy
+29,382
New +$3.37M 0.88% 15

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Three Bridge Wealth Advisors's DOCU Position: Q4 2023 in Review

Three Bridge Wealth Advisors sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 29,382 shares — an estimated $1.23M sold.

Three Bridge Wealth Advisors first reported a position in DOCU in Q1 2022 and held it in 7 quarters. The position peaked at $3.15M in Q1 2022. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Three Bridge Wealth Advisors reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 29,382 DocuSign shares in Q4 2023, an estimated $1.23M.
  • Three Bridge Wealth Advisors first reported a position in DocuSign in Q1 2022 and held it in 7 quarters.
  • Three Bridge Wealth Advisors's DocuSign position peaked at $3.15M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Three Bridge Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.