RFA
DOCU

Register Financial Advisors’s DocuSign DOCU Stock Holding History

Register 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
Q3 		– Sell
-620
Closed -$33.2K – 414
2024
Q2 		$33.2K Hold
620
– – 0.02% 392
2024
Q1 		$36.9K Buy
+620
New +$35K 0.02% 378
2023
Q4 		– Sell
-1,020
Closed -$42.8K – 394
2023
Q3 		$42.8K Hold
1,020
– – 0.03% 267
2023
Q2 		$52.1K Hold
1,020
– – 0.04% 256
2023
Q1 		$59.5K Hold
1,020
– – 0.05% 232
2022
Q4 		$56.5K Buy
+1,020
New +$49.7K 0.04% 348

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 $999B AUM 46.22% 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 $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Register Financial Advisors's DOCU Position: Q3 2024 in Review

Register Financial Advisors sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 620 shares — an estimated $33.2K sold.

Register Financial Advisors first reported a position in DOCU in Q4 2022 and held it in 6 quarters. The position peaked at $59.5K in Q1 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Register Financial Advisors reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 620 DocuSign shares in Q3 2024, an estimated $33.2K.
  • Register Financial Advisors first reported a position in DocuSign in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's DocuSign position peaked at $59.5K in Q1 2023.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.