RJT
DOCU

Raymond James Trust’s DocuSign DOCU Stock Holding History

Raymond James Trust’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
2022
Q4 		– Sell
-5,209
Closed -$278K – 1137
2022
Q3 		$278K Buy
5,209
+804
+18% +$50.4K 0.01% 827
2022
Q2 		$253K Buy
4,405
+199
+5% +$16.1K 0.01% 892
2022
Q1 		$450K Buy
4,206
+901
+27% +$103K 0.01% 678
2021
Q4 		$503K Sell
3,305
-410
-11% -$93.5K 0.02% 642
2021
Q3 		$956K Buy
3,715
+220
+6% +$63.4K 0.03% 411
2021
Q2 		$977K Buy
3,495
+413
+13% +$92.3K 0.03% 408
2021
Q1 		$624K Sell
3,082
-80
-3% -$18.6K 0.02% 508
2020
Q4 		$703K Sell
3,162
-552
-15% -$124K 0.03% 436
2020
Q3 		$799K Buy
3,714
+785
+27% +$163K 0.03% 367
2020
Q2 		$504K Buy
+2,929
New +$369K 0.02% 464

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Raymond James Trust's DOCU Position: Q4 2022 in Review

Raymond James Trust sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 5,209 shares — an estimated $278K sold.

Raymond James Trust first reported a position in DOCU in Q2 2020 and held it in 10 quarters. The position peaked at $977K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Raymond James Trust reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 5,209 DocuSign shares in Q4 2022, an estimated $278K.
  • Raymond James Trust first reported a position in DocuSign in Q2 2020 and held it in 10 quarters.
  • Raymond James Trust's DocuSign position peaked at $977K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.