TFP
DOCU

Tilia Fiduciary Partners’s DocuSign DOCU Stock Holding History

Tilia Fiduciary 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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.66T AUM 25.57% 1-Year Est. Return

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.