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
2021 Q1	–	Sell	-100	Closed	-$3K	–	337
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	336
2020 Q3	$3K	Buy	+100	New	+$20.8K	﹤0.01%	316

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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.