VAS
DOCU

Vestmark Advisory Solutions’s DocuSign DOCU Stock Holding History

Vestmark Advisory Solutions’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
-24,088
Closed -$1.23M – 531
2023
Q2 		$1.23M Buy
24,088
+2,008
+9% +$106K 0.05% 406
2023
Q1 		$1.29M Buy
22,080
+1,888
+9% +$113K 0.06% 373
2022
Q4 		$1.12M Sell
20,192
-6,016
-23% -$293K 0.05% 383
2022
Q3 		$1.4M Sell
26,208
-1,653
-6% -$104K 0.08% 317
2022
Q2 		$1.6M Buy
27,861
+6,743
+32% +$546K 0.09% 282
2022
Q1 		$2.26M Buy
21,118
+12,312
+140% +$1.41M 0.13% 214
2021
Q4 		$1.34M Buy
8,806
+2,205
+33% +$503K 0.08% 308
2021
Q3 		$1.7M Buy
6,601
+2,335
+55% +$673K 0.12% 232
2021
Q2 		$1.19M Buy
4,266
+1,552
+57% +$347K 0.08% 284
2021
Q1 		$549K Sell
2,714
-11,389
-81% -$2.64M 0.05% 414
2020
Q4 		$3.13M Buy
14,103
+1,050
+8% +$236K 0.35% 65
2020
Q3 		$2.81M Sell
13,053
-5,723
-30% -$1.19M 0.38% 63
2020
Q2 		$3.23M Sell
18,776
-7,094
-27% -$894K 0.5% 41
2020
Q1 		$2.39M Buy
25,870
+1,546
+6% +$124K 0.47% 45
2019
Q4 		$1.8M Buy
24,324
+1,624
+7% +$112K 0.37% 94
2019
Q3 		$1.41M Buy
22,700
+9,925
+78% +$520K 0.23% 133
2019
Q2 		$635K Buy
12,775
+1,216
+11% +$64.9K 0.11% 244
2019
Q1 		$599K Buy
+11,559
New +$590K 0.11% 249

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

Vestmark Advisory Solutions's DOCU Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 24,088 shares — an estimated $1.23M sold.

Vestmark Advisory Solutions first reported a position in DOCU in Q1 2019 and held it in 18 quarters. The position peaked at $3.23M in Q2 2020. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 24,088 DocuSign shares in Q3 2023, an estimated $1.23M.
  • Vestmark Advisory Solutions first reported a position in DocuSign in Q1 2019 and held it in 18 quarters.
  • Vestmark Advisory Solutions's DocuSign position peaked at $3.23M in Q2 2020.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.