TA
DOCU

Tiedemann Advisors’s DocuSign DOCU Stock Holding History

Tiedemann 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
Q1 		– Sell
-6,043
Closed -$335K – 250
2022
Q4 		$335K Hold
6,043
– – 0.02% 187
2022
Q3 		$323K Buy
+6,043
New +$379K 0.02% 180
2021
Q3 		– Sell
-750
Closed -$210K – 315
2021
Q2 		$210K Buy
+750
New +$168K 0.01% 342

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 1-Year Est. Return

Tiedemann Advisors's DOCU Position: Q1 2023 in Review

Tiedemann Advisors sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 6,043 shares — an estimated $335K sold.

Tiedemann Advisors first reported a position in DOCU in Q2 2021 and held it in 3 quarters. The position peaked at $335K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Tiedemann Advisors reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Tiedemann Advisors sold 6,043 DocuSign shares in Q1 2023, an estimated $335K.
  • Tiedemann Advisors first reported a position in DocuSign in Q2 2021 and held it in 3 quarters.
  • Tiedemann Advisors's DocuSign position peaked at $335K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Tiedemann Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.