Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$384K Buy
6,848
+107
+2% +$6K ﹤0.01% 242
2024
Q2
$380K Buy
+6,741
New +$380K ﹤0.01% 233

Other funds holding DOCU

Axiom Advisory's DOCU Position: Q3 2024 in Review

Axiom Advisory increased its DocuSign (DOCU) stake by 1.6% in Q3 2024, buying an estimated $6K and bringing the position to 6,848 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Axiom Advisory first reported a position in DOCU in Q2 2024 and has held it in 2 quarters since. 690 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Axiom Advisory held 6,848 shares of DocuSign worth $384K as of Q3 2024.
  • Axiom Advisory bought 107 DocuSign shares in Q3 2024, an estimated $6K.
  • DocuSign made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #242 holding.
  • Axiom Advisory first reported a position in DocuSign in Q2 2024 and has held it in 2 quarters since.
  • 690 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.