Quattro Financial Advisors’s DocuSign DOCU Stock Holding History

Quattro 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
2025 Q1	–	Sell	-10,000	Closed	-$916K	–	87
2024 Q4	$916K	Hold	10,000	–	–	0.24%	55
2024 Q3	$684K	Hold	10,000	–	–	0.19%	54
2024 Q2	$535K	Hold	10,000	–	–	0.14%	55
2024 Q1	$596K	Buy	10,000 +9,941	+16,849%	+$561K	0.17%	56
2023 Q4	$595K	Sell	59 -9,941	-99%	-$456K	0.21%	59
2023 Q3	$420K	Hold	10,000	–	–	0.18%	64
2023 Q2	$511K	Hold	10,000	–	–	0.2%	58
2023 Q1	$583K	Hold	10,000	–	–	0.24%	58
2022 Q4	$554K	Hold	10,000	–	–	0.22%	57
2022 Q3	$535K	Hold	10,000	–	–	0.21%	59
2022 Q2	$574K	Sell	10,000 -1,700	-15%	-$138K	0.2%	56
2022 Q1	$1.25M	Buy	11,700 +6,200	+113%	+$712K	0.42%	39
2021 Q4	$838K	Sell	5,500 -75	-1%	-$17.1K	0.3%	61
2021 Q3	$1.51M	Buy	5,575 +75	+1%	+$21.6K	0.4%	47
2021 Q2	$1.55M	Buy	5,500 +1,500	+38%	+$335K	0.41%	47
2021 Q1	$893K	Buy	+4,000	New	+$928K	0.2%	70

Other funds holding DOCU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Quattro Financial Advisors's DOCU Position: Q1 2025 in Review

Quattro Financial Advisors sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 10,000 shares — an estimated $916K sold.

Quattro Financial Advisors first reported a position in DOCU in Q1 2021 and held it in 16 quarters. The position peaked at $1.55M in Q2 2021. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Quattro Financial Advisors reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Quattro Financial Advisors sold 10,000 DocuSign shares in Q1 2025, an estimated $916K.
Quattro Financial Advisors first reported a position in DocuSign in Q1 2021 and held it in 16 quarters.
Quattro Financial Advisors's DocuSign position peaked at $1.55M in Q2 2021.
811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Quattro Financial Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.