PWA
DOCU

Provenance Wealth Advisors’s DocuSign DOCU Stock Holding History

Provenance 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
2025
Q4 		– Sell
-282
Closed -$20.3K – 430
2025
Q3 		$20.3K Buy
+282
New +$21.7K ﹤0.01% 289

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Provenance Wealth Advisors's DOCU Position: Q4 2025 in Review

Provenance Wealth Advisors sold out of DocuSign (DOCU) in Q4 2025, closing a stake of 282 shares — an estimated $20.3K sold.

Provenance Wealth Advisors first reported a position in DOCU in Q3 2025 and held it in 1 quarter. The position peaked at $20.3K in Q3 2025. 788 funds tracked by Wall St. Rank hold DOCU as of Q4 2025.

  • Provenance Wealth Advisors reported no remaining DocuSign position as of Q4 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 282 DocuSign shares in Q4 2025, an estimated $20.3K.
  • Provenance Wealth Advisors first reported a position in DocuSign in Q3 2025 and held it in 1 quarter.
  • Provenance Wealth Advisors's DocuSign position peaked at $20.3K in Q3 2025.
  • 788 funds tracked by Wall St. Rank held DocuSign as of Q4 2025.

Based on Provenance Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.