RG
DOCU

Retirement Group’s DocuSign DOCU Stock Holding History

Retirement Group’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
Q1 		$298 Hold
5
– – ﹤0.01% 785
2023
Q4 		$297 Buy
+5
New +$229 ﹤0.01% 773
2023
Q3 		– Sell
-19
Closed -$971 – 787
2023
Q2 		$971 Buy
+19
New +$1.01K ﹤0.01% 676
2021
Q3 		– Sell
-100
Closed -$28K – 643
2021
Q2 		$28K Sell
100
-70
-41% -$15.7K 0.01% 282
2021
Q1 		$34K Hold
170
– – 0.02% 320
2020
Q4 		$37K Buy
170
+100
+143% +$22.5K 0.02% 292
2020
Q3 		$15K Buy
+70
New +$14.5K 0.01% 358

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Retirement Group's DOCU Position: Q1 2024 in Review

Retirement Group held its DocuSign (DOCU) position steady in Q1 2024 at 5 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Retirement Group first reported a position in DOCU in Q3 2020 and has held it in 7 quarters since. The position peaked at $37K in Q4 2020. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Retirement Group held 5 shares of DocuSign worth $298 as of Q1 2024.
  • Retirement Group left its DocuSign share count unchanged in Q1 2024.
  • DocuSign made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #785 holding.
  • Retirement Group first reported a position in DocuSign in Q3 2020 and has held it in 7 quarters since.
  • Retirement Group's DocuSign position peaked at $37K in Q4 2020.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.