EWM
DOCU

Executive Wealth Management’s DocuSign DOCU Stock Holding History

Executive Wealth Management’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 		$3.08M Sell
34,262
-3,398
-9% -$271K 0.24% 104
2024
Q3 		$2.34M Buy
+37,660
New +$2.11M 0.18% 111
2024
Q2 		– Sell
-38,737
Closed -$2.26M – 151
2024
Q1 		$2.26M Sell
38,737
-6,240
-14% -$352K 0.2% 102
2023
Q4 		$2.67M Buy
44,977
+21,168
+89% +$971K 0.25% 83
2023
Q3 		$1,000K Buy
+23,809
New +$1.17M 0.1% 123

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Executive Wealth Management's DOCU Position: Q4 2024 in Review

Executive Wealth Management reduced its DocuSign (DOCU) stake by 9% in Q4 2024, selling an estimated $271K and leaving 34,262 shares worth $3.08M. The position accounts for 0.24% of the portfolio, ranked #104.

Executive Wealth Management first reported a position in DOCU in Q3 2023 and has held it in 5 quarters since. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Executive Wealth Management held 34,262 shares of DocuSign worth $3.08M as of Q4 2024.
  • Executive Wealth Management sold 3,398 DocuSign shares in Q4 2024, an estimated $271K.
  • DocuSign made up 0.24% of Executive Wealth Management's portfolio in Q4 2024, its #104 holding.
  • Executive Wealth Management first reported a position in DocuSign in Q3 2023 and has held it in 5 quarters since.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.