Legal Advantage Investments’s DocuSign DOCU Stock Holding History

Legal Advantage Investments’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	-4,965	Closed	-$296K	–	99
2024 Q1	$296K	Sell	4,965 -50	-1%	-$2.82K	0.17%	87
2023 Q4	$298K	Hold	5,015	–	–	0.18%	86
2023 Q3	$211K	Hold	5,015	–	–	0.15%	88
2023 Q2	$256K	Hold	5,015	–	–	0.17%	88
2023 Q1	$292K	Buy	5,015 +1,000	+25%	+$59.6K	0.21%	85
2022 Q4	$223K	Hold	4,015	–	–	0.18%	85
2022 Q3	$215K	Hold	4,015	–	–	0.2%	80
2022 Q2	$230K	Buy	4,015 +1,000	+33%	+$81K	0.22%	69
2022 Q1	$323K	Buy	+3,015	New	+$346K	0.24%	67
2021 Q4	–	Sell	-3,925	Closed	-$1.01M	–	80
2021 Q3	$1.01M	Sell	3,925 -75	-2%	-$21.6K	0.68%	46
2021 Q2	$1.12M	Hold	4,000	–	–	0.77%	40
2021 Q1	$810K	Hold	4,000	–	–	0.61%	44
2020 Q4	$889K	Buy	+4,000	New	+$898K	0.69%	44

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

Legal Advantage Investments's DOCU Position: Q2 2024 in Review

Legal Advantage Investments sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 4,965 shares — an estimated $296K sold.

Legal Advantage Investments first reported a position in DOCU in Q4 2020 and held it in 13 quarters. The position peaked at $1.12M in Q2 2021. 664 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

Legal Advantage Investments reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
Legal Advantage Investments sold 4,965 DocuSign shares in Q2 2024, an estimated $296K.
Legal Advantage Investments first reported a position in DocuSign in Q4 2020 and held it in 13 quarters.
Legal Advantage Investments's DocuSign position peaked at $1.12M in Q2 2021.
664 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Legal Advantage Investments's 13F filing for Q2 2024, filed 11 Jul 2024.