LM Advisors’s DocuSign DOCU Stock Holding History

LM 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
2024 Q1	–	Sell	-90	Closed	-$5.35K	–	341
2023 Q4	$5.35K	Buy	+90	New	+$4.13K	﹤0.01%	590

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

Coatue Management New York $29.1B AUM 96.54% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

LM Advisors's DOCU Position: Q1 2024 in Review

LM Advisors sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 90 shares — an estimated $5.35K sold.

LM Advisors first reported a position in DOCU in Q4 2023 and held it in 1 quarter. The position peaked at $5.35K in Q4 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

LM Advisors reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 90 DocuSign shares in Q1 2024, an estimated $5.35K.
LM Advisors first reported a position in DocuSign in Q4 2023 and held it in 1 quarter.
LM Advisors's DocuSign position peaked at $5.35K in Q4 2023.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.