PWM
DOCU

Partnership Wealth Management’s DocuSign DOCU Stock Holding History

Partnership Wealth 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
Q3 		– Sell
-150
Closed -$8.03K – 195
2024
Q2 		$8.03K Hold
150
– – 0.01% 200
2024
Q1 		$8.93K Hold
150
– – 0.01% 194
2023
Q4 		$9.14K Buy
+150
New +$6.88K 0.01% 194

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
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
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

Partnership Wealth Management's DOCU Position: Q3 2024 in Review

Partnership Wealth Management sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 150 shares — an estimated $8.03K sold.

Partnership Wealth Management first reported a position in DOCU in Q4 2023 and held it in 3 quarters. The position peaked at $9.14K in Q4 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Partnership Wealth Management reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 150 DocuSign shares in Q3 2024, an estimated $8.03K.
  • Partnership Wealth Management first reported a position in DocuSign in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's DocuSign position peaked at $9.14K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.