RIM
DOCU

Rockbridge Investment Management’s DocuSign DOCU Stock Holding History

Rockbridge Investment Management’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
-12
Closed -$714 – 250
2023
Q4 		$714 Buy
+12
New +$550 ﹤0.01% 601
2022
Q3 		– Sell
-10
Closed -$574 – 240
2022
Q2 		$574 Hold
10
– – ﹤0.01% 601
2022
Q1 		$1.09K Sell
10
-20
-67% -$2.29K ﹤0.01% 728
2021
Q4 		$5K Hold
30
– – ﹤0.01% 656
2021
Q3 		$8K Hold
30
– – ﹤0.01% 549
2021
Q2 		$8K Hold
30
– – ﹤0.01% 557
2021
Q1 		$6K Sell
30
-5
-14% -$1.16K ﹤0.01% 557
2020
Q4 		$8K Buy
35
+25
+250% +$5.62K ﹤0.01% 524
2020
Q3 		$2K Hold
10
– – ﹤0.01% 584
2020
Q2 		$2K Buy
+10
New +$1.26K ﹤0.01% 560

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

Rockbridge Investment Management's DOCU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 12 shares — an estimated $714 sold.

Rockbridge Investment Management first reported a position in DOCU in Q2 2020 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 12 DocuSign shares in Q1 2024, an estimated $714.
  • Rockbridge Investment Management first reported a position in DocuSign in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's DocuSign position peaked at $8K in Q3 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.