JPWM
DOCU

Jamison Private Wealth Management’s DocuSign DOCU Stock Holding History

Jamison Private 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
2023
Q4 		– Sell
-73
Closed -$3.07K – 400
2023
Q3 		$3.07K Buy
+73
New +$3.58K ﹤0.01% 353

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jamison Private Wealth Management's DOCU Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 73 shares — an estimated $3.07K sold.

Jamison Private Wealth Management first reported a position in DOCU in Q3 2023 and held it in 1 quarter. The position peaked at $3.07K in Q3 2023. 705 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • Jamison Private Wealth Management reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • Jamison Private Wealth Management sold 73 DocuSign shares in Q4 2023, an estimated $3.07K.
  • Jamison Private Wealth Management first reported a position in DocuSign in Q3 2023 and held it in 1 quarter.
  • Jamison Private Wealth Management's DocuSign position peaked at $3.07K in Q3 2023.
  • 705 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.