Concord Wealth Partners’s DocuSign DOCU Stock Holding History

Concord Wealth Partners’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
2025 Q1	–	Sell	-14	Closed	-$1.26K	–	851
2024 Q4	$1.26K	Buy	+14	New	+$1.12K	﹤0.01%	763
2023 Q4	–	Sell	-80	Closed	-$3.36K	–	868
2023 Q3	$3.36K	Buy	80 +6	+8%	+$294	﹤0.01%	783
2023 Q2	$3.78K	Hold	74	–	–	﹤0.01%	760
2023 Q1	$4.31K	Sell	74 -6	-8%	-$358	﹤0.01%	694
2022 Q4	$4.43K	Buy	+80	New	+$3.9K	﹤0.01%	791
2022 Q3	–	Sell	-82	Closed	-$5K	–	400
2022 Q2	$5K	Sell	82 -216	-72%	-$17.5K	﹤0.01%	812
2022 Q1	$32K	Sell	298 -291	-49%	-$33.4K	0.01%	519
2021 Q4	$90K	Buy	589 +456	+343%	+$104K	0.02%	324
2021 Q3	$34K	Sell	133 -325	-71%	-$93.6K	0.01%	281
2021 Q2	$128K	Sell	458 -7	-2%	-$1.56K	0.04%	199
2021 Q1	$94K	Buy	465 +460	+9,200%	+$107K	0.03%	227
2020 Q4	$1K	Buy	+5	New	+$1.12K	﹤0.01%	614

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Concord Wealth Partners's DOCU Position: Q1 2025 in Review

Concord Wealth Partners sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 14 shares — an estimated $1.26K sold.

Concord Wealth Partners first reported a position in DOCU in Q4 2020 and held it in 12 quarters. The position peaked at $128K in Q2 2021. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Concord Wealth Partners reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 14 DocuSign shares in Q1 2025, an estimated $1.26K.
Concord Wealth Partners first reported a position in DocuSign in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's DocuSign position peaked at $128K in Q2 2021.
811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.