WCM
DOCU

Wallace Capital Management’s DocuSign DOCU Stock Holding History

Wallace Capital 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
-4,000
Closed -$204K – 80
2023
Q2 		$204K Buy
+4,000
New +$212K 0.03% 80

Other funds holding DOCU

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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

Wallace Capital Management's DOCU Position: Q3 2023 in Review

Wallace Capital Management sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 4,000 shares — an estimated $204K sold.

Wallace Capital Management first reported a position in DOCU in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Wallace Capital Management reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Wallace Capital Management sold 4,000 DocuSign shares in Q3 2023, an estimated $204K.
  • Wallace Capital Management first reported a position in DocuSign in Q2 2023 and held it in 1 quarter.
  • Wallace Capital Management's DocuSign position peaked at $204K in Q2 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Wallace Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.