Icon Wealth Partners, LLC
- SEC CIK
- 0001718732
- Latest filing
- Nov 14, 2023
DOCU holding history
DocuSign, Inc. in every 13F filed by Icon Wealth Partners, 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)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −21,072−100.0% | Sold out | Holders |
| Q2 2023 | 21,072 | $1.08M | 0.1% | −1,225−5.5% | Reduced | Holders |
| Q1 2023 | 22,297 | $1.30M | 0.1% | – | No prior filing | Holders |
| Q3 2022 | – | – | – | – | Not filed | Holders |
| Q2 2022 | 25,387 | $1.46M | 0.2% | +2,760+12.2% | Added | Holders |
| Q1 2022 | 22,627 | $2.42M | 0.2% | +16,432+265.2% | Added | Holders |
| Q4 2021 | 6,195 | $944.0K | 0.1% | +4,911+382.5% | Added | Holders |
| Q3 2021 | 1,284 | $331.0K | <0.1% | +418+48.3% | Added | Holders |
| Q2 2021 | 866 | $242.0K | <0.1% | +866 | New | Holders |