Laurel Wealth Advisors (North Carolina)’s DocuSign DOCU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-50	Closed	-$2.97K	–	641
2023 Q4	$2.97K	Hold	50	–	–	﹤0.01%	491
2023 Q3	$2.1K	Hold	50	–	–	﹤0.01%	508
2023 Q2	$2.56K	Hold	50	–	–	﹤0.01%	506
2023 Q1	$2.92K	Hold	50	–	–	﹤0.01%	490
2022 Q4	$2.77K	Hold	50	–	–	﹤0.01%	468
2022 Q3	$3K	Sell	50 -100	-67%	-$6.27K	﹤0.01%	457
2022 Q2	$9K	Sell	150 -7	-4%	-$567	﹤0.01%	393
2022 Q1	$17K	Hold	157	–	–	﹤0.01%	362
2021 Q4	$24K	Buy	157 +100	+175%	+$22.8K	﹤0.01%	325
2021 Q3	$15K	Hold	57	–	–	﹤0.01%	370
2021 Q2	$16K	Hold	57	–	–	﹤0.01%	406
2021 Q1	$12K	Buy	57 +7	+14%	+$1.62K	﹤0.01%	405
2020 Q4	$11K	Buy	+50	New	+$11.2K	﹤0.01%	403

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DOCU Position: Q1 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 50 shares — an estimated $2.97K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DOCU in Q4 2020 and held it in 13 quarters. The position peaked at $24K in Q4 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 50 DocuSign shares in Q1 2024, an estimated $2.97K.
Laurel Wealth Advisors (North Carolina) first reported a position in DocuSign in Q4 2020 and held it in 13 quarters.
Laurel Wealth Advisors (North Carolina)'s DocuSign position peaked at $24K in Q4 2021.
686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 13 May 2024.