AWM
DOCU

Abound Wealth Management’s DocuSign DOCU Stock Holding History

Abound Wealth Management’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
2024
Q4 		– Sell
-10
Closed -$621 – 1260
2024
Q3 		$621 Buy
+10
New +$560 ﹤0.01% 830

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Abound Wealth Management's DOCU Position: Q4 2024 in Review

Abound Wealth Management sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 10 shares — an estimated $621 sold.

Abound Wealth Management first reported a position in DOCU in Q3 2024 and held it in 1 quarter. The position peaked at $621 in Q3 2024. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Abound Wealth Management reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 10 DocuSign shares in Q4 2024, an estimated $621.
  • Abound Wealth Management first reported a position in DocuSign in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's DocuSign position peaked at $621 in Q3 2024.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.