Perfromance Wealth Partners’s DocuSign DOCU Stock Holding History

Perfromance Wealth Partners’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 Q2	–	Sell	-2,500	Closed	-$204K	–	193
2025 Q1	$204K	Buy	+2,500	New	+$219K	0.01%	166
2022 Q4	–	Sell	-4,915	Closed	-$263K	–	167
2022 Q3	$263K	Buy	4,915 +436	+10%	+$27.3K	0.02%	129
2022 Q2	$257K	Sell	4,479 -30	-0.7%	-$2.43K	0.01%	136
2022 Q1	$483K	Buy	4,509 +349	+8%	+$40.1K	0.02%	109
2021 Q4	$634K	Buy	+4,160	New	+$948K	0.03%	105

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Perfromance Wealth Partners's DOCU Position: Q2 2025 in Review

Perfromance Wealth Partners sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,500 shares — an estimated $204K sold.

Perfromance Wealth Partners first reported a position in DOCU in Q4 2021 and held it in 5 quarters. The position peaked at $634K in Q4 2021. 778 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Perfromance Wealth Partners reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Perfromance Wealth Partners sold 2,500 DocuSign shares in Q2 2025, an estimated $204K.
Perfromance Wealth Partners first reported a position in DocuSign in Q4 2021 and held it in 5 quarters.
Perfromance Wealth Partners's DocuSign position peaked at $634K in Q4 2021.
778 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Perfromance Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.