CTA
DOCU

Colonial Trust Advisors’s DocuSign DOCU Stock Holding History

Colonial Trust 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
-110
Closed -$6.83K – 711
2024
Q3 		$6.83K Hold
110
– – ﹤0.01% 588
2024
Q2 		$5.88K Sell
110
-51
-32% -$2.88K ﹤0.01% 590
2024
Q1 		$9.59K Buy
161
+111
+222% +$6.27K ﹤0.01% 600
2023
Q4 		$2.97K Sell
50
-100
-67% -$4.59K ﹤0.01% 663
2023
Q3 		$6.3K Hold
150
– – ﹤0.01% 574
2023
Q2 		$7.66K Buy
+150
New +$7.94K ﹤0.01% 564

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Colonial Trust Advisors's DOCU Position: Q4 2024 in Review

Colonial Trust Advisors sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 110 shares — an estimated $6.83K sold.

Colonial Trust Advisors first reported a position in DOCU in Q2 2023 and held it in 6 quarters. The position peaked at $9.59K in Q1 2024. 819 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Colonial Trust Advisors reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 110 DocuSign shares in Q4 2024, an estimated $6.83K.
  • Colonial Trust Advisors first reported a position in DocuSign in Q2 2023 and held it in 6 quarters.
  • Colonial Trust Advisors's DocuSign position peaked at $9.59K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.