Janiczek Wealth Management’s DocuSign DOCU Stock Holding History

Janiczek 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	–	Sell	-18	Closed	-$1.07K	–	1100
2024 Q1	$1.07K	Hold	18	–	–	﹤0.01%	936
2023 Q4	$1.07K	Hold	18	–	–	﹤0.01%	928
2023 Q3	$756	Hold	18	–	–	﹤0.01%	943
2023 Q2	$920	Hold	18	–	–	﹤0.01%	851
2023 Q1	$981	Buy	+18	New	+$1.07K	﹤0.01%	849
2022 Q4	–	Sell	-50	Closed	-$2K	–	1045
2022 Q3	$2K	Buy	50 +33	+194%	+$2.07K	﹤0.01%	756
2022 Q2	$1K	Buy	+17	New	+$1.38K	﹤0.01%	853
2021 Q4	–	Sell	-6	Closed	-$2K	–	1027
2021 Q3	$2K	Buy	6 +1	+20%	+$288	﹤0.01%	802
2021 Q2	$1K	Sell	5 -2	-29%	-$447	﹤0.01%	831
2021 Q1	$1K	Buy	7 +2	+40%	+$464	﹤0.01%	794
2020 Q4	$1K	Buy	+5	New	+$1.12K	﹤0.01%	723

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janiczek Wealth Management's DOCU Position: Q2 2024 in Review

Janiczek Wealth Management sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 18 shares — an estimated $1.07K sold.

Janiczek Wealth Management first reported a position in DOCU in Q4 2020 and held it in 11 quarters. The position peaked at $2K in Q3 2022. 664 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Janiczek Wealth Management reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 18 DocuSign shares in Q2 2024, an estimated $1.07K.
Janiczek Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 11 quarters.
Janiczek Wealth Management's DocuSign position peaked at $2K in Q3 2022.
664 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.