RWPA
DOCU

Richard W. Paul & Associates’s DocuSign DOCU Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-115
Closed -$6.84K – 519
2023
Q4 		$6.84K Hold
115
– – ﹤0.01% 336
2023
Q3 		$4.83K Hold
115
– – ﹤0.01% 343
2023
Q2 		$5.88K Hold
115
– – ﹤0.01% 352
2023
Q1 		$6.71K Hold
115
– – ﹤0.01% 354
2022
Q4 		$6.37K Buy
+115
New +$5.6K ﹤0.01% 354

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 $3.38T AUM 44.17% 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

Richard W. Paul & Associates's DOCU Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 115 shares — an estimated $6.84K sold.

Richard W. Paul & Associates first reported a position in DOCU in Q4 2022 and held it in 5 quarters. The position peaked at $6.84K in Q4 2023. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Richard W. Paul & Associates reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 115 DocuSign shares in Q1 2024, an estimated $6.84K.
  • Richard W. Paul & Associates first reported a position in DocuSign in Q4 2022 and held it in 5 quarters.
  • Richard W. Paul & Associates's DocuSign position peaked at $6.84K in Q4 2023.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.