CPA
DOCU

Capital Performance Advisors’s DocuSign DOCU Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-1,913
Closed -$119K – 856
2024
Q3 		$119K Buy
+1,913
New +$107K 0.04% 172

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Capital Performance Advisors's DOCU Position: Q4 2024 in Review

Capital Performance Advisors sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 1,913 shares — an estimated $119K sold.

Capital Performance Advisors first reported a position in DOCU in Q3 2024 and held it in 1 quarter. The position peaked at $119K in Q3 2024. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Capital Performance Advisors reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,913 DocuSign shares in Q4 2024, an estimated $119K.
  • Capital Performance Advisors first reported a position in DocuSign in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's DocuSign position peaked at $119K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.