DWA
DOCU

Delap Wealth Advisory’s DocuSign DOCU Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-11,488
Closed -$615K – 75
2024
Q2 		$615K Buy
11,488
+1,089
+10% +$61.4K 0.28% 41
2024
Q1 		$619K Buy
+10,399
New +$587K 0.25% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Delap Wealth Advisory's DOCU Position: Q3 2024 in Review

Delap Wealth Advisory sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 11,488 shares — an estimated $615K sold.

Delap Wealth Advisory first reported a position in DOCU in Q1 2024 and held it in 2 quarters. The position peaked at $619K in Q1 2024. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Delap Wealth Advisory reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 11,488 DocuSign shares in Q3 2024, an estimated $615K.
  • Delap Wealth Advisory first reported a position in DocuSign in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's DocuSign position peaked at $619K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.