PCMC
DOCU

Planning Capital Management Corporation’s DocuSign DOCU Stock Holding History

Planning Capital Management Corporation’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 		$12.4K Buy
200
+50
+33% +$2.8K 0.01% 406
2024
Q2 		$8.03K Hold
150
– – 0.01% 429
2024
Q1 		$8.93K Hold
150
– – 0.01% 434
2023
Q4 		$8.92K Buy
+150
New +$6.88K 0.01% 426

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American Century Companies
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Capital World Investors
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Renaissance Technologies
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NMO
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Planning Capital Management Corporation's DOCU Position: Q3 2024 in Review

Planning Capital Management Corporation increased its DocuSign (DOCU) stake by 33% in Q3 2024, buying an estimated $2.8K and bringing the position to 200 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #406.

Planning Capital Management Corporation first reported a position in DOCU in Q4 2023 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Planning Capital Management Corporation held 200 shares of DocuSign worth $12.4K as of Q3 2024.
  • Planning Capital Management Corporation bought 50 DocuSign shares in Q3 2024, an estimated $2.8K.
  • DocuSign made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #406 holding.
  • Planning Capital Management Corporation first reported a position in DocuSign in Q4 2023 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.