Householder Group Estate & Retirement Specialist’s DocuSign DOCU Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$2K	Sell	26 -102	-80%	-$8.14K	﹤0.01%	474
2024 Q3	$7K	Sell	128 -28	-18%	-$1.57K	﹤0.01%	877
2024 Q2	$8K	Buy	156 +12	+8%	+$677	﹤0.01%	851
2024 Q1	$8.57K	Hold	144	–	–	﹤0.01%	846
2023 Q4	$8K	Sell	144 -63	-30%	-$2.89K	﹤0.01%	809
2023 Q3	$8.69K	Buy	+207	New	+$10.1K	﹤0.01%	822
2023 Q1	$171K	Buy	+2,925	New	+$174K	0.07%	215
2022 Q4	–	Sell	-3,654	Closed	-$195K	–	499
2022 Q3	$195K	Sell	3,654 -1,342	-27%	-$84.1K	0.08%	185
2022 Q2	$287K	Sell	4,996 -2,029	-29%	-$164K	0.13%	157
2022 Q1	$753K	Sell	7,025 -2,291	-25%	-$263K	0.3%	88
2021 Q4	$1.42M	Buy	+9,316	New	+$2.12M	0.53%	49

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's DOCU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its DocuSign (DOCU) stake by 80% in Q4 2024, selling an estimated $8.14K and leaving 26 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Householder Group Estate & Retirement Specialist first reported a position in DOCU in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.42M in Q4 2021. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Householder Group Estate & Retirement Specialist held 26 shares of DocuSign worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 102 DocuSign shares in Q4 2024, an estimated $8.14K.
DocuSign made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #474 holding.
Householder Group Estate & Retirement Specialist first reported a position in DocuSign in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's DocuSign position peaked at $1.42M in Q4 2021.
815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.