WAG
DOCU

Wallace Advisory Group’s DocuSign DOCU Stock Holding History

Wallace Advisory Group’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
Q4 		– Sell
-4,863
Closed -$248K – 169
2023
Q3 		$248K Sell
4,863
-9
-0.2% -$441 0.18% 139
2023
Q2 		$284K Hold
4,872
– – 0.22% 122
2023
Q1 		$284K Buy
+4,872
New +$291K 0.22% 122

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wallace Advisory Group's DOCU Position: Q4 2023 in Review

Wallace Advisory Group sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 4,863 shares — an estimated $248K sold.

Wallace Advisory Group first reported a position in DOCU in Q1 2023 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Wallace Advisory Group reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 4,863 DocuSign shares in Q4 2023, an estimated $248K.
  • Wallace Advisory Group first reported a position in DocuSign in Q1 2023 and held it in 3 quarters.
  • Wallace Advisory Group's DocuSign position peaked at $284K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.