CAN
DOCU

Cetera Advisor Networks’s DocuSign DOCU Stock Holding History

Cetera Advisor Networks’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
Q1 		$1.75M Buy
29,320
+4,482
+18% +$253K 0.01% 1100
2023
Q4 		$1.48M Buy
24,838
+368
+2% +$16.9K 0.01% 1127
2023
Q3 		$1.03M Buy
24,470
+3,932
+19% +$193K 0.01% 1263
2023
Q2 		$1.05M Sell
20,538
-5,445
-21% -$288K 0.01% 1232
2023
Q1 		$1.51M Sell
25,983
-156
-0.6% -$9.3K 0.01% 982
2022
Q4 		$1.45M Sell
26,139
-3,067
-11% -$149K 0.01% 969
2022
Q3 		$1.56M Buy
29,206
+270
+0.9% +$16.9K 0.02% 683
2022
Q2 		$1.66M Buy
28,936
+902
+3% +$73K 0.02% 662
2022
Q1 		$3M Buy
28,034
+9,931
+55% +$1.14M 0.04% 479
2021
Q4 		$2.76M Buy
18,103
+5,024
+38% +$1.15M 0.03% 483
2021
Q3 		$3.37M Sell
13,079
-253
-2% -$72.9K 0.05% 376
2021
Q2 		$3.73M Buy
13,332
+7,667
+135% +$1.71M 0.05% 341
2021
Q1 		$1.15M Buy
5,665
+1,523
+37% +$353K 0.02% 539
2020
Q4 		$921K Sell
4,142
-226
-5% -$50.8K 0.02% 566
2020
Q3 		$940K Buy
4,368
+885
+25% +$184K 0.02% 501
2020
Q2 		$600K Buy
3,483
+625
+22% +$78.8K 0.02% 623
2020
Q1 		$264K Sell
2,858
-3,404
-54% -$274K 0.01% 864
2019
Q4 		$450K Buy
6,262
+587
+10% +$40.3K 0.01% 783
2019
Q3 		$343K Sell
5,675
-1,750
-24% -$91.6K 0.01% 866
2019
Q2 		$365K Buy
+7,425
New +$396K 0.01% 811
2018
Q4 		– Sell
-4,225
Closed -$214K – 1050
2018
Q3 		$214K Buy
+4,225
New +$240K 0.01% 1017

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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Cetera Advisor Networks's DOCU Position: Q1 2024 in Review

Cetera Advisor Networks increased its DocuSign (DOCU) stake by 18% in Q1 2024, buying an estimated $253K and bringing the position to 29,320 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #1100.

Cetera Advisor Networks first reported a position in DOCU in Q3 2018 and has held it in 21 quarters since. The position peaked at $3.73M in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Cetera Advisor Networks held 29,320 shares of DocuSign worth $1.75M as of Q1 2024.
  • Cetera Advisor Networks bought 4,482 DocuSign shares in Q1 2024, an estimated $253K.
  • DocuSign made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1100 holding.
  • Cetera Advisor Networks first reported a position in DocuSign in Q3 2018 and has held it in 21 quarters since.
  • Cetera Advisor Networks's DocuSign position peaked at $3.73M in Q2 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.