Plante Moran Financial Advisors’s DocuSign DOCU Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-500	Closed	-$29.7K	–	867
2023 Q4	$29.7K	Sell	500 -500	-50%	-$22.9K	﹤0.01%	389
2023 Q3	$42K	Hold	1,000	–	–	0.01%	311
2023 Q2	$51.1K	Hold	1,000	–	–	0.01%	298
2023 Q1	$58.3K	Hold	1,000	–	–	0.01%	273
2022 Q4	$55.4K	Hold	1,000	–	–	0.01%	297
2022 Q3	$53K	Hold	1,000	–	–	0.01%	293
2022 Q2	$57K	Sell	1,000 -20	-2%	-$1.62K	0.01%	295
2022 Q1	$109K	Buy	1,020 +20	+2%	+$2.29K	0.02%	218
2021 Q4	$152K	Hold	1,000	–	–	0.02%	206
2021 Q3	$257K	Hold	1,000	–	–	0.06%	157
2021 Q2	$280K	Sell	1,000 -41	-4%	-$9.17K	0.07%	140
2021 Q1	$211K	Hold	1,041	–	–	0.06%	163
2020 Q4	$231K	Buy	1,041 +450	+76%	+$101K	0.07%	151
2020 Q3	$127K	Buy	+591	New	+$123K	0.04%	210
2019 Q4	–	Sell	-416	Closed	-$26K	–	787
2019 Q3	$26K	Buy	+416	New	+$21.8K	0.01%	445

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

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

NMO

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JCAM

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

Plante Moran Financial Advisors's DOCU Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 500 shares — an estimated $29.7K sold.

Plante Moran Financial Advisors first reported a position in DOCU in Q3 2019 and held it in 15 quarters. The position peaked at $280K in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Plante Moran Financial Advisors reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 500 DocuSign shares in Q1 2024, an estimated $29.7K.
Plante Moran Financial Advisors first reported a position in DocuSign in Q3 2019 and held it in 15 quarters.
Plante Moran Financial Advisors's DocuSign position peaked at $280K in Q2 2021.
686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.