Cassady Schiller Wealth Management’s DocuSign DOCU Stock Holding History

Cassady Schiller 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 Q4	$1.26K	Buy	+14	New	+$1.12K	﹤0.01%	725

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cassady Schiller Wealth Management's DOCU Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in DocuSign (DOCU) in Q4 2024: 14 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings.

815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Cassady Schiller Wealth Management held 14 shares of DocuSign worth $1.26K as of Q4 2024.
DocuSign was a new Cassady Schiller Wealth Management position in Q4 2024.
DocuSign made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #725 holding.
815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.