Naples Money Management’s DocuSign DOCU Stock Holding History

Naples Money 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
2024 Q1	–	Sell	-150	Closed	-$8.92K	–	417
2023 Q4	$8.92K	Buy	+150	New	+$6.88K	0.01%	217

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

Naples Money Management's DOCU Position: Q1 2024 in Review

Naples Money Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 150 shares — an estimated $8.92K sold.

Naples Money Management first reported a position in DOCU in Q4 2023 and held it in 1 quarter. The position peaked at $8.92K in Q4 2023. 685 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Naples Money Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 150 DocuSign shares in Q1 2024, an estimated $8.92K.
Naples Money Management first reported a position in DocuSign in Q4 2023 and held it in 1 quarter.
Naples Money Management's DocuSign position peaked at $8.92K in Q4 2023.
685 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.