Cedar Wealth Management’s DocuSign DOCU Stock Holding History

Cedar 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 Q3	–	Sell	-214	Closed	-$11.4K	–	275
2024 Q2	$11.4K	Hold	214	–	–	﹤0.01%	224
2024 Q1	$12.7K	Hold	214	–	–	﹤0.01%	243
2023 Q4	$12.7K	Hold	214	–	–	﹤0.01%	217
2023 Q3	$8.99K	Hold	214	–	–	﹤0.01%	232
2023 Q2	$10.9K	Hold	214	–	–	﹤0.01%	236
2023 Q1	$12.5K	Hold	214	–	–	0.01%	224
2022 Q4	$11.9K	Hold	214	–	–	0.01%	223
2022 Q3	$11K	Hold	214	–	–	0.01%	246
2022 Q2	$12K	Hold	214	–	–	0.01%	257
2022 Q1	$23K	Buy	214 +1	+0.5%	+$115	0.01%	236
2021 Q4	$32K	Buy	+213	New	+$48.6K	0.01%	212

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Cedar Wealth Management's DOCU Position: Q3 2024 in Review

Cedar Wealth Management sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 214 shares — an estimated $11.4K sold.

Cedar Wealth Management first reported a position in DOCU in Q4 2021 and held it in 11 quarters. The position peaked at $32K in Q4 2021. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Cedar Wealth Management reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
Cedar Wealth Management sold 214 DocuSign shares in Q3 2024, an estimated $11.4K.
Cedar Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 11 quarters.
Cedar Wealth Management's DocuSign position peaked at $32K in Q4 2021.
693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.