LNWWM
DOCU

Laird Norton Wetherby Wealth Management’s DocuSign DOCU Stock Holding History

Laird Norton Wetherby 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
Q4 		$263K Buy
+2,929
New +$234K 0.01% 744
2024
Q2 		– Sell
-3,386
Closed -$202K – 939
2024
Q1 		$202K Buy
3,386
+14
+0.4% +$790 0.01% 885
2023
Q4 		$200K Buy
+3,372
New +$155K 0.01% 860
2023
Q3 		– Sell
-4,717
Closed -$241K – 925
2023
Q2 		$241K Sell
4,717
-4,101
-47% -$217K 0.01% 785
2023
Q1 		$514K Sell
8,818
-412
-4% -$24.6K 0.03% 523
2022
Q4 		$512K Buy
9,230
+227
+3% +$11.1K 0.03% 511
2022
Q3 		$481K Buy
9,003
+3,423
+61% +$215K 0.03% 509
2022
Q2 		$320K Buy
5,580
+258
+5% +$20.9K 0.02% 654
2022
Q1 		$570K Sell
5,322
-307
-5% -$35.2K 0.03% 482
2021
Q4 		$857K Sell
5,629
-852
-13% -$194K 0.05% 351
2021
Q3 		$1.67M Buy
6,481
+602
+10% +$173K 0.1% 181
2021
Q2 		$1.64M Sell
5,879
-92
-2% -$20.6K 0.1% 187
2021
Q1 		$1.21M Sell
5,971
-957
-14% -$222K 0.09% 219
2020
Q4 		$1.54M Buy
6,928
+410
+6% +$92.1K 0.1% 184
2020
Q3 		$1.4M Sell
6,518
-102
-2% -$21.2K 0.12% 157
2020
Q2 		$1.14M Sell
6,620
-2,010
-23% -$253K 0.11% 184
2020
Q1 		$797K Buy
8,630
+398
+5% +$32K 0.09% 224
2019
Q4 		$610K Sell
8,232
-4
-0% -$275 0.06% 349
2019
Q3 		$510K Sell
8,236
-2,553
-24% -$134K 0.05% 393
2019
Q2 		$536K Sell
10,789
-8,271
-43% -$442K 0.06% 372
2019
Q1 		$988K Buy
+19,060
New +$973K 0.12% 188

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
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

Laird Norton Wetherby Wealth Management's DOCU Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management opened a new position in DocuSign (DOCU) in Q4 2024: 2,929 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in DOCU as recently as Q1 2024.

Laird Norton Wetherby Wealth Management first reported a position in DOCU in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2021. 818 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 2,929 shares of DocuSign worth $263K as of Q4 2024.
  • DocuSign was a new Laird Norton Wetherby Wealth Management position in Q4 2024.
  • DocuSign made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #744 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in DocuSign in Q1 2019 and has held it in 21 quarters since.
  • Laird Norton Wetherby Wealth Management's DocuSign position peaked at $1.67M in Q3 2021.
  • 818 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.