ICA Group Wealth Management’s DocuSign DOCU Stock Holding History

ICA Group 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
2024 Q2	$4.82K	Sell	90 -400	-82%	-$22.6K	﹤0.01%	589
2024 Q1	$29.2K	Sell	490 -165	-25%	-$9.31K	0.01%	672
2023 Q4	$38.9K	Buy	+655	New	+$30K	0.01%	571
2023 Q3	–	Sell	-1,231	Closed	-$62.9K	–	456
2023 Q2	$62.9K	Sell	1,231 -240	-16%	-$12.7K	0.02%	445
2023 Q1	$85.8K	Sell	1,471 -890	-38%	-$53.1K	0.02%	363
2022 Q4	$131K	Buy	+2,361	New	+$115K	0.03%	311
2022 Q3	–	Sell	-3,528	Closed	-$233K	–	369
2022 Q2	$233K	Sell	3,528 -35	-1%	-$2.83K	0.04%	330
2022 Q1	$300K	Buy	+3,563	New	+$409K	0.06%	278

Other funds holding DOCU

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ICA Group Wealth Management's DOCU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its DocuSign (DOCU) stake by 82% in Q2 2024, selling an estimated $22.6K and leaving 90 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

ICA Group Wealth Management first reported a position in DOCU in Q1 2022 and has held it in 8 quarters since. The position peaked at $300K in Q1 2022. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

ICA Group Wealth Management held 90 shares of DocuSign worth $4.82K as of Q2 2024.
ICA Group Wealth Management sold 400 DocuSign shares in Q2 2024, an estimated $22.6K.
DocuSign made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #589 holding.
ICA Group Wealth Management first reported a position in DocuSign in Q1 2022 and has held it in 8 quarters since.
ICA Group Wealth Management's DocuSign position peaked at $300K in Q1 2022.
667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.