LGT Financial Advisors’s DocuSign DOCU Stock Holding History

LGT Financial Advisors’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
2025 Q1	–	Sell	-259	Closed	-$23.3K	–	418
2024 Q4	$23.3K	Buy	+259	New	+$20.7K	0.05%	280

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LGT Financial Advisors's DOCU Position: Q1 2025 in Review

LGT Financial Advisors sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 259 shares — an estimated $23.3K sold.

LGT Financial Advisors first reported a position in DOCU in Q4 2024 and held it in 1 quarter. The position peaked at $23.3K in Q4 2024. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

LGT Financial Advisors reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 259 DocuSign shares in Q1 2025, an estimated $23.3K.
LGT Financial Advisors first reported a position in DocuSign in Q4 2024 and held it in 1 quarter.
LGT Financial Advisors's DocuSign position peaked at $23.3K in Q4 2024.
806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.