IAG Wealth Partners’s DocuSign DOCU Stock Holding History

IAG Wealth Partners’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
2025 Q1	–	Sell	-140	Closed	-$12.6K	–	503
2024 Q4	$12.6K	Hold	140	–	–	﹤0.01%	320
2024 Q3	$8.69K	Hold	140	–	–	﹤0.01%	360
2024 Q2	$7.49K	Hold	140	–	–	﹤0.01%	361
2024 Q1	$8.34K	Hold	140	–	–	﹤0.01%	338
2023 Q4	$8.32K	Hold	140	–	–	﹤0.01%	326
2023 Q3	$5.88K	Hold	140	–	–	﹤0.01%	356
2023 Q2	$7.15K	Sell	140 -70	-33%	-$3.71K	﹤0.01%	348
2023 Q1	$12.2K	Buy	210 +70	+50%	+$4.17K	﹤0.01%	283
2022 Q4	$7.76K	Hold	140	–	–	﹤0.01%	314
2022 Q3	$7K	Hold	140	–	–	﹤0.01%	303
2022 Q2	$8K	Hold	140	–	–	﹤0.01%	295
2022 Q1	$15K	Buy	+140	New	+$16.1K	﹤0.01%	251

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IAG Wealth Partners's DOCU Position: Q1 2025 in Review

IAG Wealth Partners sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 140 shares — an estimated $12.6K sold.

IAG Wealth Partners first reported a position in DOCU in Q1 2022 and held it in 12 quarters. The position peaked at $15K in Q1 2022. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

IAG Wealth Partners reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 140 DocuSign shares in Q1 2025, an estimated $12.6K.
IAG Wealth Partners first reported a position in DocuSign in Q1 2022 and held it in 12 quarters.
IAG Wealth Partners's DocuSign position peaked at $15K in Q1 2022.
810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.