VWA
DOCU

V Wealth Advisors’s DocuSign DOCU Stock Holding History

V Wealth 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
Q3 		– Sell
-33,269
Closed -$1.7M – 172
2023
Q2 		$1.7M Buy
33,269
+2,500
+8% +$132K 0.28% 73
2023
Q1 		$1.79M Buy
30,769
+5,129
+20% +$306K 0.34% 65
2022
Q4 		$1.42M Buy
25,640
+8,229
+47% +$401K 0.29% 77
2022
Q3 		$931K Sell
17,411
-59
-0.3% -$3.7K 0.19% 117
2022
Q2 		$1M Buy
17,470
+7,929
+83% +$642K 0.19% 130
2022
Q1 		$1.02M Sell
9,541
-325
-3% -$37.3K 0.16% 144
2021
Q4 		$1.5M Buy
9,866
+271
+3% +$61.8K 0.22% 103
2021
Q3 		$2.47M Sell
9,595
-491
-5% -$141K 0.38% 56
2021
Q2 		$2.81M Sell
10,086
-276
-3% -$61.7K 0.45% 44
2021
Q1 		$2.1M Buy
10,362
+1,428
+16% +$331K 0.39% 57
2020
Q4 		$1.99M Buy
8,934
+1,509
+20% +$339K 0.41% 51
2020
Q3 		$1.6M Sell
7,425
-3,888
-34% -$807K 1.11% 20
2020
Q2 		$1.95M Buy
11,313
+1,324
+13% +$167K 0.51% 36
2020
Q1 		$923K Buy
+9,989
New +$803K 0.29% 89

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

V Wealth Advisors's DOCU Position: Q3 2023 in Review

V Wealth Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 33,269 shares — an estimated $1.7M sold.

V Wealth Advisors first reported a position in DOCU in Q1 2020 and held it in 14 quarters. The position peaked at $2.81M in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • V Wealth Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 33,269 DocuSign shares in Q3 2023, an estimated $1.7M.
  • V Wealth Advisors first reported a position in DocuSign in Q1 2020 and held it in 14 quarters.
  • V Wealth Advisors's DocuSign position peaked at $2.81M in Q2 2021.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.