WP
DOCU

WealthPLAN Partners’s DocuSign DOCU Stock Holding History

WealthPLAN Partners’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
-168
Closed -$8.58K – 506
2023
Q2 		$8.58K Sell
168
-51
-23% -$2.7K ﹤0.01% 817
2023
Q1 		$12.8K Buy
+219
New +$13.1K ﹤0.01% 806
2021
Q1 		– Sell
-2,318
Closed -$570K – 338
2020
Q4 		$570K Buy
2,318
+100
+5% +$22.5K 0.05% 200
2020
Q3 		$472K Buy
2,218
+35
+2% +$7.26K 0.05% 204
2020
Q2 		$435K Sell
2,183
-773
-26% -$97.4K 0.05% 202
2020
Q1 		$361K Buy
+2,956
New +$238K 0.05% 179

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

WealthPLAN Partners's DOCU Position: Q3 2023 in Review

WealthPLAN Partners sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 168 shares — an estimated $8.58K sold.

WealthPLAN Partners first reported a position in DOCU in Q1 2020 and held it in 6 quarters. The position peaked at $570K in Q4 2020. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • WealthPLAN Partners reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 168 DocuSign shares in Q3 2023, an estimated $8.58K.
  • WealthPLAN Partners first reported a position in DocuSign in Q1 2020 and held it in 6 quarters.
  • WealthPLAN Partners's DocuSign position peaked at $570K in Q4 2020.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.