AWM
DOCU

Avior Wealth Management’s DocuSign DOCU Stock Holding History

Avior 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
2025
Q1 		– Sell
-542
Closed -$48.7K – 1161
2024
Q4 		$48.7K Buy
542
+145
+37% +$11.6K ﹤0.01% 1160
2024
Q3 		$24.6K Sell
397
-104
-21% -$5.83K ﹤0.01% 1335
2024
Q2 		$26.8K Sell
501
-42
-8% -$2.37K ﹤0.01% 1289
2024
Q1 		$32.3K Buy
543
+252
+87% +$14.2K ﹤0.01% 1405
2023
Q4 		$17.3K Buy
291
+71
+32% +$3.26K ﹤0.01% 906
2023
Q3 		$9.24K Sell
220
-150
-41% -$7.35K ﹤0.01% 1054
2023
Q2 		$18.9K Buy
370
+80
+28% +$4.24K ﹤0.01% 940
2023
Q1 		$16.9K Sell
290
-50
-15% -$2.98K ﹤0.01% 977
2022
Q4 		$18.8K Hold
340
– – ﹤0.01% 762
2022
Q3 		$18K Buy
340
+70
+26% +$4.39K ﹤0.01% 757
2022
Q2 		$15K Hold
270
– – ﹤0.01% 710
2022
Q1 		$28K Buy
270
+220
+440% +$25.2K ﹤0.01% 665
2021
Q4 		$7K Sell
50
-50
-50% -$11.4K ﹤0.01% 843
2021
Q3 		$25K Buy
100
+15
+18% +$4.32K ﹤0.01% 629
2021
Q2 		$23K Sell
85
-95
-53% -$21.2K ﹤0.01% 632
2021
Q1 		$36K Buy
180
+50
+38% +$11.6K ﹤0.01% 552
2020
Q4 		$28K Sell
130
-10
-7% -$2.25K ﹤0.01% 566
2020
Q3 		$30K Buy
140
+40
+40% +$8.3K ﹤0.01% 549
2020
Q2 		$17K Buy
+100
New +$12.6K ﹤0.01% 592
2019
Q3 		– Sell
-72
Closed -$4K – 797
2019
Q2 		$4K Buy
+72
New +$3.85K ﹤0.01% 667

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avior Wealth Management's DOCU Position: Q1 2025 in Review

Avior Wealth Management sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 542 shares — an estimated $48.7K sold.

Avior Wealth Management first reported a position in DOCU in Q2 2019 and held it in 20 quarters. The position peaked at $48.7K in Q4 2024. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Avior Wealth Management reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 542 DocuSign shares in Q1 2025, an estimated $48.7K.
  • Avior Wealth Management first reported a position in DocuSign in Q2 2019 and held it in 20 quarters.
  • Avior Wealth Management's DocuSign position peaked at $48.7K in Q4 2024.
  • 810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.