West Branch Capital’s DocuSign DOCU Stock Holding History

West Branch Capital’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 Q2	–	Sell	-1,000	Closed	-$58.3K	–	453
2023 Q1	$58.3K	Buy	+1,000	New	+$59.6K	0.03%	155

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

West Branch Capital's DOCU Position: Q2 2023 in Review

West Branch Capital sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 1,000 shares — an estimated $58.3K sold.

West Branch Capital first reported a position in DOCU in Q1 2023 and held it in 1 quarter. The position peaked at $58.3K in Q1 2023. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

West Branch Capital reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
West Branch Capital sold 1,000 DocuSign shares in Q2 2023, an estimated $58.3K.
West Branch Capital first reported a position in DocuSign in Q1 2023 and held it in 1 quarter.
West Branch Capital's DocuSign position peaked at $58.3K in Q1 2023.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.