AWM
DOCU

Aviso Wealth Management’s DocuSign DOCU Stock Holding History

Aviso 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
Q2 		– Sell
-3,830
Closed -$228K – 152
2024
Q1 		$228K Sell
3,830
-148
-4% -$8.36K 0.14% 133
2023
Q4 		$236K Buy
+3,978
New +$182K 0.17% 126

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aviso Wealth Management's DOCU Position: Q2 2024 in Review

Aviso Wealth Management sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 3,830 shares — an estimated $228K sold.

Aviso Wealth Management first reported a position in DOCU in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q4 2023. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • Aviso Wealth Management reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 3,830 DocuSign shares in Q2 2024, an estimated $228K.
  • Aviso Wealth Management first reported a position in DocuSign in Q4 2023 and held it in 2 quarters.
  • Aviso Wealth Management's DocuSign position peaked at $236K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Aviso Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.