JFG Wealth Management’s DocuSign DOCU Stock Holding History

JFG 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 Q1	–	Sell	-6,000	Closed	-$357K	–	65
2023 Q4	$357K	Buy	+6,000	New	+$275K	0.1%	51

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

Coatue Management New York $29.1B AUM 96.54% 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

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

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

JFG Wealth Management's DOCU Position: Q1 2024 in Review

JFG Wealth Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 6,000 shares — an estimated $357K sold.

JFG Wealth Management first reported a position in DOCU in Q4 2023 and held it in 1 quarter. The position peaked at $357K in Q4 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

JFG Wealth Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 6,000 DocuSign shares in Q1 2024, an estimated $357K.
JFG Wealth Management first reported a position in DocuSign in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's DocuSign position peaked at $357K in Q4 2023.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.