CW
DOCU

CreativeOne Wealth’s DocuSign DOCU Stock Holding History

CreativeOne Wealth’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
Q2 		– Sell
-4,700
Closed -$280K – 801
2024
Q1 		$280K Buy
+4,700
New +$265K 0.01% 740
2022
Q2 		– Sell
-4,019
Closed -$431K – 732
2022
Q1 		$431K Buy
+4,019
New +$461K 0.02% 470
2021
Q1 		– Sell
-1,014
Closed -$225K – 575
2020
Q4 		$225K Buy
+1,014
New +$228K 0.02% 460

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CreativeOne Wealth's DOCU Position: Q2 2024 in Review

CreativeOne Wealth sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 4,700 shares — an estimated $280K sold.

CreativeOne Wealth first reported a position in DOCU in Q4 2020 and held it in 3 quarters. The position peaked at $431K in Q1 2022. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • CreativeOne Wealth reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 4,700 DocuSign shares in Q2 2024, an estimated $280K.
  • CreativeOne Wealth first reported a position in DocuSign in Q4 2020 and held it in 3 quarters.
  • CreativeOne Wealth's DocuSign position peaked at $431K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on CreativeOne Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.