Opal Wealth Advisors’s DocuSign DOCU Stock Holding History

Opal Wealth 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 Q3	–	Sell	-141	Closed	-$7.54K	–	455
2024 Q2	$7.54K	Buy	+141	New	+$7.95K	﹤0.01%	720

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCAM

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

Opal Wealth Advisors's DOCU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 141 shares — an estimated $7.54K sold.

Opal Wealth Advisors first reported a position in DOCU in Q2 2024 and held it in 1 quarter. The position peaked at $7.54K in Q2 2024. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Opal Wealth Advisors reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 141 DocuSign shares in Q3 2024, an estimated $7.54K.
Opal Wealth Advisors first reported a position in DocuSign in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's DocuSign position peaked at $7.54K in Q2 2024.
693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.