RJFSA
DOCU

Raymond James Financial Services Advisors’s DocuSign DOCU Stock Holding History

Raymond James Financial Services 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
Q3 		$6.99M Sell
112,642
-24,237
-18% -$1.36M 0.01% 1051
2024
Q2 		$7.32M Sell
136,879
-1,862
-1% -$105K 0.01% 970
2024
Q1 		$8.26M Buy
138,741
+4,444
+3% +$251K 0.01% 900
2023
Q4 		$7.98M Sell
134,297
-21,982
-14% -$1.01M 0.01% 859
2023
Q3 		$6.56M Buy
156,279
+24,045
+18% +$1.18M 0.01% 884
2023
Q2 		$6.76M Sell
132,234
-50,882
-28% -$2.69M 0.01% 874
2023
Q1 		$10.7M Buy
183,116
+45,455
+33% +$2.71M 0.02% 669
2022
Q4 		$7.63M Sell
137,661
-20,089
-13% -$978K 0.02% 772
2022
Q3 		$8.44M Buy
157,750
+18,984
+14% +$1.19M 0.02% 699
2022
Q2 		$7.96M Sell
138,766
-17,254
-11% -$1.4M 0.02% 722
2022
Q1 		$16.7M Sell
156,020
-68,718
-31% -$7.89M 0.03% 500
2021
Q4 		$34.2M Buy
224,738
+20,505
+10% +$4.67M 0.06% 300
2021
Q3 		$52.6M Buy
204,233
+3,550
+2% +$1.02M 0.11% 198
2021
Q2 		$56.1M Sell
200,683
-14,936
-7% -$3.34M 0.11% 184
2021
Q1 		$43.7M Sell
215,619
-19,679
-8% -$4.56M 0.1% 211
2020
Q4 		$52.3M Sell
235,298
-10,627
-4% -$2.39M 0.13% 163
2020
Q3 		$52.9M Sell
245,925
-8,581
-3% -$1.78M 0.15% 146
2020
Q2 		$43.8M Buy
254,506
+40,198
+19% +$5.07M 0.14% 156
2020
Q1 		$19.8M Buy
214,308
+83,568
+64% +$6.72M 0.09% 221
2019
Q4 		$9.69M Buy
130,740
+44,944
+52% +$3.09M 0.03% 514
2019
Q3 		$5.31M Buy
85,796
+3,975
+5% +$208K 0.02% 672
2019
Q2 		$4.07M Buy
81,821
+20,170
+33% +$1.08M 0.02% 760
2019
Q1 		$3.2M Sell
61,651
-58,363
-49% -$2.98M 0.01% 830
2018
Q4 		$4.81M Buy
120,014
+6,828
+6% +$287K 0.03% 550
2018
Q3 		$5.95M Buy
113,186
+62,205
+122% +$3.53M 0.03% 584
2018
Q2 		$2.7M Buy
+50,981
New +$2.57M 0.01% 869

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
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

Raymond James Financial Services Advisors's DOCU Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its DocuSign (DOCU) stake by 18% in Q3 2024, selling an estimated $1.36M and leaving 112,642 shares worth $6.99M. The position accounts for 0.01% of the portfolio, ranked #1051.

Raymond James Financial Services Advisors first reported a position in DOCU in Q2 2018 and has held it in 26 quarters since. The position peaked at $56.1M in Q2 2021. 692 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Raymond James Financial Services Advisors held 112,642 shares of DocuSign worth $6.99M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 24,237 DocuSign shares in Q3 2024, an estimated $1.36M.
  • DocuSign made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1051 holding.
  • Raymond James Financial Services Advisors first reported a position in DocuSign in Q2 2018 and has held it in 26 quarters since.
  • Raymond James Financial Services Advisors's DocuSign position peaked at $56.1M in Q2 2021.
  • 692 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.