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
2022 Q2	–	Sell	-400	Closed	-$43K	–	932
2022 Q1	$43K	Sell	400 -400	-50%	-$45.9K	﹤0.01%	923
2021 Q4	$122K	Sell	800 -700	-47%	-$160K	0.01%	899
2021 Q3	$386K	Sell	1,500 -1,000	-40%	-$288K	0.02%	606
2021 Q2	$699K	Buy	+2,500	New	+$559K	0.04%	397
2021 Q1	–	Sell	-600	Closed	-$133K	–	808
2020 Q4	$133K	Buy	+600	New	+$135K	0.01%	868

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 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

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. 816 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.
816 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.