GWS
DOCU

Glassman Wealth Services’s DocuSign DOCU Stock Holding History

Glassman Wealth Services’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
-86
Closed -$5.11K – 654
2023
Q4 		$5.11K Buy
86
+32
+59% +$1.47K ﹤0.01% 1072
2023
Q3 		$2.27K Sell
54
-111
-67% -$5.44K ﹤0.01% 1293
2023
Q2 		$8.43K Sell
165
-5
-3% -$265 ﹤0.01% 857
2023
Q1 		$9.91K Hold
170
– – ﹤0.01% 824
2022
Q4 		$9.42K Sell
170
-178
-51% -$8.66K ﹤0.01% 846
2022
Q3 		$19K Sell
348
-141
-29% -$8.84K ﹤0.01% 626
2022
Q2 		$28K Buy
489
+137
+39% +$11.1K 0.01% 530
2022
Q1 		$38K Buy
352
+281
+396% +$32.2K 0.01% 469
2021
Q4 		$11K Sell
71
-43
-38% -$9.8K ﹤0.01% 753
2021
Q3 		$29K Buy
114
+5
+5% +$1.44K 0.01% 479
2021
Q2 		$30K Sell
109
-43
-28% -$9.62K 0.01% 454
2021
Q1 		$31K Sell
152
-159
-51% -$36.9K 0.01% 421
2020
Q4 		$69K Buy
311
+160
+106% +$35.9K 0.02% 290
2020
Q3 		$33K Sell
151
-34
-18% -$7.06K 0.01% 355
2020
Q2 		$32K Buy
185
+179
+2,983% +$22.6K 0.01% 314
2020
Q1 		$1K Sell
6
-3
-33% -$241 ﹤0.01% 851
2019
Q4 		$1K Buy
+9
New +$618 ﹤0.01% 894

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

Glassman Wealth Services's DOCU Position: Q1 2024 in Review

Glassman Wealth Services sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 86 shares — an estimated $5.11K sold.

Glassman Wealth Services first reported a position in DOCU in Q4 2019 and held it in 17 quarters. The position peaked at $69K in Q4 2020. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Glassman Wealth Services reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 86 DocuSign shares in Q1 2024, an estimated $5.11K.
  • Glassman Wealth Services first reported a position in DocuSign in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's DocuSign position peaked at $69K in Q4 2020.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.