Advisory Resource Group’s DocuSign DOCU Stock Holding History

Advisory Resource Group’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 Q1	–	Sell	-5,668	Closed	-$337K	–	162
2023 Q4	$337K	Hold	5,668	–	–	0.08%	126
2023 Q3	$238K	Buy	+5,668	New	+$278K	0.06%	141
2022 Q2	–	Sell	-2,858	Closed	-$306K	–	141
2022 Q1	$306K	Buy	2,858 +183	+7%	+$21K	0.1%	105
2021 Q4	$336K	Buy	2,675 +410	+18%	+$93.5K	0.11%	102
2021 Q3	$583K	Buy	+2,265	New	+$653K	0.21%	66

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Advisory Resource Group's DOCU Position: Q1 2024 in Review

Advisory Resource Group sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 5,668 shares — an estimated $337K sold.

Advisory Resource Group first reported a position in DOCU in Q3 2021 and held it in 5 quarters. The position peaked at $583K in Q3 2021. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Advisory Resource Group reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Advisory Resource Group sold 5,668 DocuSign shares in Q1 2024, an estimated $337K.
Advisory Resource Group first reported a position in DocuSign in Q3 2021 and held it in 5 quarters.
Advisory Resource Group's DocuSign position peaked at $583K in Q3 2021.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Advisory Resource Group's 13F filing for Q1 2024, filed 17 May 2024.