Financial Synergies Wealth Advisors’s DocuSign DOCU Stock Holding History

Financial Synergies Wealth 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 Q2	–	Sell	-53	Closed	-$3.16K	–	169
2024 Q1	$3.16K	Hold	53	–	–	﹤0.01%	289
2023 Q4	$2.94K	Hold	53	–	–	﹤0.01%	236
2023 Q3	$2.23K	Hold	53	–	–	﹤0.01%	297
2023 Q2	$2.71K	Hold	53	–	–	﹤0.01%	281
2023 Q1	$3.09K	Hold	53	–	–	﹤0.01%	284
2022 Q4	$2.94K	Hold	53	–	–	﹤0.01%	236
2022 Q3	$2.83K	Hold	53	–	–	﹤0.01%	210
2022 Q2	$3.04K	Buy	+53	New	+$4.29K	﹤0.01%	213

Other funds holding DOCU

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Synergies Wealth Advisors's DOCU Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 53 shares — an estimated $3.16K sold.

Financial Synergies Wealth Advisors first reported a position in DOCU in Q2 2022 and held it in 8 quarters. The position peaked at $3.16K in Q1 2024. 668 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 53 DocuSign shares in Q2 2024, an estimated $3.16K.
Financial Synergies Wealth Advisors first reported a position in DocuSign in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's DocuSign position peaked at $3.16K in Q1 2024.
668 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.