GI
DOCU

Gradient Investments’s DocuSign DOCU Stock Holding History

Gradient Investments’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
Q3 		– Sell
-405
Closed -$21.7K – 558
2024
Q2 		$21.7K Hold
405
– – ﹤0.01% 624
2024
Q1 		$24.1K Sell
405
-843
-68% -$47.6K ﹤0.01% 515
2023
Q4 		$74.2K Sell
1,248
-405
-25% -$18.6K ﹤0.01% 469
2023
Q3 		$69.4K Hold
1,653
– – ﹤0.01% 441
2023
Q2 		$84.5K Buy
1,653
+810
+96% +$42.9K ﹤0.01% 426
2023
Q1 		$49.1K Sell
843
-33
-4% -$1.97K ﹤0.01% 501
2022
Q4 		$48.6K Sell
876
-101
-10% -$4.92K ﹤0.01% 514
2022
Q3 		$52K Sell
977
-175
-15% -$11K ﹤0.01% 478
2022
Q2 		$66K Sell
1,152
-155,127
-99% -$12.6M ﹤0.01% 428
2022
Q1 		$16.7M Buy
156,279
+58,361
+60% +$6.7M 0.43% 51
2021
Q4 		$14.9M Buy
97,918
+51,513
+111% +$11.7M 0.38% 58
2021
Q3 		$11.9M Buy
46,405
+2,421
+6% +$698K 0.33% 82
2021
Q2 		$12.3M Buy
43,984
+4,561
+12% +$1.02M 0.36% 60
2021
Q1 		$7.98M Buy
39,423
+39,413
+394,130% +$9.14M 0.26% 111
2020
Q4 		$2K Hold
10
– – ﹤0.01% 943
2020
Q3 		$2K Hold
10
– – ﹤0.01% 948
2020
Q2 		$2K Buy
+10
New +$1.26K ﹤0.01% 870

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Gradient Investments's DOCU Position: Q3 2024 in Review

Gradient Investments sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 405 shares — an estimated $21.7K sold.

Gradient Investments first reported a position in DOCU in Q2 2020 and held it in 17 quarters. The position peaked at $16.7M in Q1 2022. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Gradient Investments reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 405 DocuSign shares in Q3 2024, an estimated $21.7K.
  • Gradient Investments first reported a position in DocuSign in Q2 2020 and held it in 17 quarters.
  • Gradient Investments's DocuSign position peaked at $16.7M in Q1 2022.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.