CA
DOCU

Cetera Advisors’s DocuSign DOCU Stock Holding History

Cetera 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
Q1 		$766K Buy
12,866
+3,542
+38% +$200K 0.01% 1308
2023
Q4 		$554K Sell
9,324
-12,969
-58% -$595K 0.01% 1070
2023
Q3 		$936K Buy
22,293
+3,375
+18% +$165K 0.01% 749
2023
Q2 		$967K Sell
18,918
-248
-1% -$13.1K 0.02% 726
2023
Q1 		$1.12M Buy
19,166
+8,206
+75% +$489K 0.02% 649
2022
Q4 		$607K Buy
10,960
+885
+9% +$43.1K 0.01% 879
2022
Q3 		$539K Sell
10,075
-341
-3% -$21.4K 0.01% 753
2022
Q2 		$598K Sell
10,416
-2,104
-17% -$170K 0.01% 769
2022
Q1 		$1.34M Buy
12,520
+47
+0.4% +$5.39K 0.03% 515
2021
Q4 		$1.9M Buy
12,473
+753
+6% +$172K 0.04% 414
2021
Q3 		$3.02M Buy
11,720
+764
+7% +$220K 0.06% 313
2021
Q2 		$3.06M Sell
10,956
-450
-4% -$101K 0.07% 274
2021
Q1 		$2.31M Buy
11,406
+2,552
+29% +$592K 0.06% 289
2020
Q4 		$1.97M Buy
8,854
+674
+8% +$151K 0.06% 277
2020
Q3 		$1.76M Sell
8,180
-2,926
-26% -$607K 0.07% 268
2020
Q2 		$1.91M Buy
11,106
+8,248
+289% +$1.04M 0.08% 231
2020
Q1 		$264K Buy
2,858
+137
+5% +$11K 0.01% 637
2019
Q4 		$203K Buy
+2,721
New +$187K 0.01% 855

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 Advisors's DOCU Position: Q1 2024 in Review

Cetera Advisors increased its DocuSign (DOCU) stake by 38% in Q1 2024, buying an estimated $200K and bringing the position to 12,866 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1308.

Cetera Advisors first reported a position in DOCU in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.06M in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Cetera Advisors held 12,866 shares of DocuSign worth $766K as of Q1 2024.
  • Cetera Advisors bought 3,542 DocuSign shares in Q1 2024, an estimated $200K.
  • DocuSign made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1308 holding.
  • Cetera Advisors first reported a position in DocuSign in Q4 2019 and has held it in 18 quarters since.
  • Cetera Advisors's DocuSign position peaked at $3.06M in Q2 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

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