FWM
DOCU

Focused Wealth Management’s DocuSign DOCU Stock Holding History

Focused 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
Q1 		– Sell
-10
Closed -$595 – 385
2023
Q4 		$595 Hold
10
– – ﹤0.01% 892
2023
Q3 		$420 Hold
10
– – ﹤0.01% 929
2023
Q2 		$511 Hold
10
– – ﹤0.01% 943
2023
Q1 		$583 Hold
10
– – ﹤0.01% 926
2022
Q4 		$554 Hold
10
– – ﹤0.01% 937
2022
Q3 		$1K Hold
10
– – ﹤0.01% 825
2022
Q2 		$1K Buy
10
+7
+233% +$567 ﹤0.01% 808
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1012
2021
Q4 		$0 Sell
3
-100
-97% -$22.8K ﹤0.01% 1014
2021
Q3 		$27K Buy
+103
New +$29.7K ﹤0.01% 452
2020
Q3 		– Sell
-100
Closed -$17K – 791
2020
Q2 		$17K Buy
+100
New +$12.6K ﹤0.01% 428

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 $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Focused Wealth Management's DOCU Position: Q1 2024 in Review

Focused Wealth Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 10 shares — an estimated $595 sold.

Focused Wealth Management first reported a position in DOCU in Q2 2020 and held it in 11 quarters. The position peaked at $27K in Q3 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Focused Wealth Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 10 DocuSign shares in Q1 2024, an estimated $595.
  • Focused Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 11 quarters.
  • Focused Wealth Management's DocuSign position peaked at $27K in Q3 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.