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
2023
Q3 		– Sell
-8,000
Closed -$1.07K – 1057
2023
Q2 		$1.07K Buy
+8,000
New +$424K ﹤0.01% 874
2019
Q3 		– Sell
-24,000
Closed -$20K – 715
2019
Q2 		$20K Buy
+24,000
New +$1.28M 0.01% 415

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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. 685 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.
  • 685 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.