Institutional & Family Asset Management’s DocuSign DOCU Stock Holding History

Institutional & Family Asset 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	$17.9K	Sell	334 -7	-2%	-$395	﹤0.01%	352
2024 Q1	$20.3K	Sell	341 -20	-6%	-$1.13K	﹤0.01%	327
2023 Q4	$21.5K	Sell	361 -4	-1%	-$183	﹤0.01%	311
2023 Q3	$15.3K	Hold	365	–	–	﹤0.01%	334
2023 Q2	$18.6K	Sell	365 -7	-2%	-$371	﹤0.01%	319
2023 Q1	$21.7K	Sell	372 -20	-5%	-$1.19K	﹤0.01%	298
2022 Q4	$21.7K	Buy	392 +2	+0.5%	+$97	﹤0.01%	298
2022 Q3	$21K	Hold	390	–	–	﹤0.01%	305
2022 Q2	$22K	Hold	390	–	–	﹤0.01%	300
2022 Q1	$42K	Buy	390 +56	+17%	+$6.43K	0.01%	272
2021 Q4	$51K	Buy	334 +44	+15%	+$10K	0.01%	266
2021 Q3	$75K	Buy	290 +96	+49%	+$27.7K	0.01%	271
2021 Q2	$54K	Buy	194 +63	+48%	+$14.1K	0.01%	323
2021 Q1	$27K	Buy	+131	New	+$30.4K	0.01%	450

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 $3.38T AUM 44.17% 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

Institutional & Family Asset Management's DOCU Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its DocuSign (DOCU) stake by 2.1% in Q2 2024, selling an estimated $395 and leaving 334 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Institutional & Family Asset Management first reported a position in DOCU in Q1 2021 and has held it in 14 quarters since. The position peaked at $75K in Q3 2021. 668 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Institutional & Family Asset Management held 334 shares of DocuSign worth $17.9K as of Q2 2024.
Institutional & Family Asset Management sold 7 DocuSign shares in Q2 2024, an estimated $395.
DocuSign made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #352 holding.
Institutional & Family Asset Management first reported a position in DocuSign in Q1 2021 and has held it in 14 quarters since.
Institutional & Family Asset Management's DocuSign position peaked at $75K in Q3 2021.
668 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.