Tilia Fiduciary Partners’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-145
Closed -$7.41K 199
2023
Q2
$7.41K Hold
145
0.01% 397
2023
Q1
$8.45K Hold
145
0.01% 378
2022
Q4
$8.04K Sell
145
-45
-24% -$2.19K 0.01% 372
2022
Q3
$8K Sell
190
-2
-1% -$125 0.01% 389
2022
Q2
$12K Hold
192
0.01% 363
2022
Q1
$21K Hold
192
0.02% 311
2021
Q4
$29K Buy
+192
New +$43.8K 0.02% 276

Other funds holding DOCU

Tilia Fiduciary Partners's DOCU Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 145 shares — an estimated $7.41K sold.

Tilia Fiduciary Partners first reported a position in DOCU in Q4 2021 and held it in 7 quarters. The position peaked at $29K in Q4 2021. 662 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 145 DocuSign shares in Q3 2023, an estimated $7.41K.
  • Tilia Fiduciary Partners first reported a position in DocuSign in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's DocuSign position peaked at $29K in Q4 2021.
  • 662 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.