Ropes Wealth Advisors LLC
- SEC CIK
- 0001641652
- Latest filing
- Oct 19, 2023
DOCU holding history
DocuSign, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DOCU overviewAll 13F holders of DOCUFull Q3 2023 holdings
- Shares (Q3 2023)
- 20,349
- Value
- $854.7K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 20,349 | $854.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2023 | 20,349 | $1.04M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2023 | 20,349 | $1.19M | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 20,349 | $1.13M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2022 | 20,349 | $1.09M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 20,349 | $1.17M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2022 | 20,349 | $2.18M | 0.4% | +5,092+33.4% | Added | Holders |
| Q4 2021 | 15,257 | $2.32M | 0.4% | +15,257 | New | Holders |