American Trust’s DocuSign DOCU Stock Holding History

American Trust’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 Q3	–	Sell	-5,250	Closed	-$281K	–	267
2024 Q2	$281K	Buy	+5,250	New	+$296K	0.02%	177

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JCAM

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

American Trust's DOCU Position: Q3 2024 in Review

American Trust sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 5,250 shares — an estimated $281K sold.

American Trust first reported a position in DOCU in Q2 2024 and held it in 1 quarter. The position peaked at $281K in Q2 2024. 690 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

American Trust reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
American Trust sold 5,250 DocuSign shares in Q3 2024, an estimated $281K.
American Trust first reported a position in DocuSign in Q2 2024 and held it in 1 quarter.
American Trust's DocuSign position peaked at $281K in Q2 2024.
690 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on American Trust's 13F filing for Q3 2024, filed 29 Nov 2024.