TAM
DOCU

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

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