IIC
DOCU

Integrated Investment Consultants’s DocuSign DOCU Stock Holding History

Integrated Investment Consultants’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
-59,760
Closed -$75K – 323
2024
Q3 		$75K Buy
+59,760
New +$3.35M 0.02% 306

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
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

Integrated Investment Consultants's DOCU Position: Q4 2024 in Review

Integrated Investment Consultants sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 59,760 shares — an estimated $75K sold.

Integrated Investment Consultants first reported a position in DOCU in Q3 2024 and held it in 1 quarter. The position peaked at $75K in Q3 2024. 815 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Integrated Investment Consultants reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 59,760 DocuSign shares in Q4 2024, an estimated $75K.
  • Integrated Investment Consultants first reported a position in DocuSign in Q3 2024 and held it in 1 quarter.
  • Integrated Investment Consultants's DocuSign position peaked at $75K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.