BFEC
DOCU

Benjamin F. Edwards & Company’s DocuSign DOCU Stock Holding History

Benjamin F. Edwards & Company’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 		$152K Sell
2,847
-395
-12% -$22.3K ﹤0.01% 986
2024
Q1 		$193K Sell
3,242
-589
-15% -$33.3K ﹤0.01% 918
2023
Q4 		$228K Sell
3,831
-196
-5% -$8.99K ﹤0.01% 840
2023
Q3 		$169K Sell
4,027
-112
-3% -$5.49K 0.01% 776
2023
Q2 		$211K Sell
4,139
-9
-0.2% -$477 0.01% 716
2023
Q1 		$242K Sell
4,148
-288
-6% -$17.2K 0.01% 658
2022
Q4 		$246K Sell
4,436
-782
-15% -$38.1K 0.01% 657
2022
Q3 		$279K Sell
5,218
-402
-7% -$25.2K 0.01% 570
2022
Q2 		$322K Sell
5,620
-163
-3% -$13.2K 0.02% 539
2022
Q1 		$619K Sell
5,783
-247
-4% -$28.3K 0.03% 425
2021
Q4 		$918K Sell
6,030
-547
-8% -$125K 0.04% 364
2021
Q3 		$1.69M Buy
6,577
+3
+0% +$864 0.09% 232
2021
Q2 		$1.84M Sell
6,574
-1,208
-16% -$270K 0.09% 225
2021
Q1 		$1.57M Buy
7,782
+448
+6% +$104K 0.08% 240
2020
Q4 		$1.63M Sell
7,334
-2,284
-24% -$513K 0.1% 223
2020
Q3 		$2.07M Sell
9,618
-359
-4% -$74.5K 0.14% 167
2020
Q2 		$1.72M Buy
9,977
+85
+0.9% +$10.7K 0.12% 181
2020
Q1 		$914K Sell
9,892
-2,573
-21% -$207K 0.08% 242
2019
Q4 		$924K Buy
12,465
+1,248
+11% +$85.7K 0.07% 285
2019
Q3 		$695K Buy
11,217
+1,635
+17% +$85.6K 0.05% 316
2019
Q2 		$476K Buy
9,582
+6,709
+234% +$358K 0.04% 365
2019
Q1 		$149K Buy
2,873
+244
+9% +$12.5K 0.01% 569
2018
Q4 		$105K Buy
2,629
+1,225
+87% +$51.5K 0.01% 649
2018
Q3 		$74K Buy
+1,404
New +$79.6K 0.01% 758

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

Benjamin F. Edwards & Company's DOCU Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its DocuSign (DOCU) stake by 12% in Q2 2024, selling an estimated $22.3K and leaving 2,847 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Benjamin F. Edwards & Company first reported a position in DOCU in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.07M in Q3 2020. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,847 shares of DocuSign worth $152K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 395 DocuSign shares in Q2 2024, an estimated $22.3K.
  • DocuSign made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #986 holding.
  • Benjamin F. Edwards & Company first reported a position in DocuSign in Q3 2018 and has held it in 24 quarters since.
  • Benjamin F. Edwards & Company's DocuSign position peaked at $2.07M in Q3 2020.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.