Integrated Advisors Network’s DocuSign DOCU Stock Holding History

Integrated Advisors Network’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	–	Sell	-3,492	Closed	-$217K	–	716
2024 Q3	$217K	Buy	+3,492	New	+$196K	0.01%	675
2022 Q3	–	Sell	-3,548	Closed	-$204K	–	656
2022 Q2	$204K	Buy	3,548 +1,489	+72%	+$121K	0.01%	616
2022 Q1	$221K	Sell	2,059 -235	-10%	-$27K	0.01%	616
2021 Q4	$349K	Sell	2,294 -2,459	-52%	-$561K	0.02%	493
2021 Q3	$1.22M	Sell	4,753 -14	-0.3%	-$4.03K	0.08%	220
2021 Q2	$1.33M	Sell	4,767 -822	-15%	-$184K	0.1%	194
2021 Q1	$1.13M	Buy	5,589 +2,193	+65%	+$509K	0.1%	192
2020 Q4	$755K	Buy	3,396 +734	+28%	+$165K	0.08%	229
2020 Q3	$573K	Sell	2,662 -2,657	-50%	-$551K	0.07%	233
2020 Q2	$916K	Buy	+5,319	New	+$670K	0.11%	195

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 $3.38T AUM 44.17% 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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Integrated Advisors Network's DOCU Position: Q4 2024 in Review

Integrated Advisors Network sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 3,492 shares — an estimated $217K sold.

Integrated Advisors Network first reported a position in DOCU in Q2 2020 and held it in 10 quarters. The position peaked at $1.33M in Q2 2021. 819 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Integrated Advisors Network reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Integrated Advisors Network sold 3,492 DocuSign shares in Q4 2024, an estimated $217K.
Integrated Advisors Network first reported a position in DocuSign in Q2 2020 and held it in 10 quarters.
Integrated Advisors Network's DocuSign position peaked at $1.33M in Q2 2021.
819 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.