Tocqueville Asset Management’s DocuSign DOCU Stock Holding History

Tocqueville Asset Management’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	-45,122	Closed	-$2.31M	–	523
2023 Q2	$2.31M	Sell	45,122 -236,686	-84%	-$12.5M	0.04%	253
2023 Q1	$16.4M	Buy	281,808 +1,938	+0.7%	+$116K	0.31%	91
2022 Q4	$15.5M	Buy	279,870 +93,800	+50%	+$4.57M	0.29%	97
2022 Q3	$9.95M	Buy	186,070 +37,300	+25%	+$2.34M	0.2%	121
2022 Q2	$8.54M	Buy	148,770 +51,910	+54%	+$4.2M	0.16%	147
2022 Q1	$10.4M	Buy	96,860 +84,200	+665%	+$9.66M	0.16%	144
2021 Q4	$1.93M	Buy	12,660 +11,230	+785%	+$2.56M	0.03%	383
2021 Q3	$368K	Buy	+1,430	New	+$412K	0.01%	593
2019 Q2	–	Sell	-7,650	Closed	-$397K	–	785
2019 Q1	$397K	Buy	7,650 +100	+1%	+$5.1K	0.01%	629
2018 Q4	$303K	Sell	7,550 -14,500	-66%	-$609K	﹤0.01%	625
2018 Q3	$1.16M	Buy	22,050 +14,050	+176%	+$797K	0.01%	480
2018 Q2	$424K	Buy	+8,000	New	+$404K	0.01%	638

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

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Tocqueville Asset Management's DOCU Position: Q3 2023 in Review

Tocqueville Asset Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 45,122 shares — an estimated $2.31M sold.

Tocqueville Asset Management first reported a position in DOCU in Q2 2018 and held it in 12 quarters. The position peaked at $16.4M in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Tocqueville Asset Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Tocqueville Asset Management sold 45,122 DocuSign shares in Q3 2023, an estimated $2.31M.
Tocqueville Asset Management first reported a position in DocuSign in Q2 2018 and held it in 12 quarters.
Tocqueville Asset Management's DocuSign position peaked at $16.4M in Q1 2023.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Tocqueville Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.