RFM
DOCU

Royal Fund Management’s DocuSign DOCU Stock Holding History

Royal Fund 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
Q3 		– Sell
-3,200
Closed -$171K – 357
2024
Q2 		$171K Buy
3,200
+400
+14% +$22.6K 0.01% 268
2024
Q1 		$167K Sell
2,800
-26,400
-90% -$1.49M 0.02% 300
2023
Q4 		$1.74M Sell
29,200
-7,500
-20% -$344K 0.19% 142
2023
Q3 		$1.54M Buy
36,700
+1,800
+5% +$88.2K 0.21% 128
2023
Q2 		$1.78M Buy
34,900
+5,000
+17% +$265K 0.22% 121
2023
Q1 		$1.74M Buy
+29,900
New +$1.78M 0.25% 110

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

Royal Fund Management's DOCU Position: Q3 2024 in Review

Royal Fund Management sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 3,200 shares — an estimated $171K sold.

Royal Fund Management first reported a position in DOCU in Q1 2023 and held it in 6 quarters. The position peaked at $1.78M in Q2 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Royal Fund Management reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Royal Fund Management sold 3,200 DocuSign shares in Q3 2024, an estimated $171K.
  • Royal Fund Management first reported a position in DocuSign in Q1 2023 and held it in 6 quarters.
  • Royal Fund Management's DocuSign position peaked at $1.78M in Q2 2023.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Royal Fund Management's 13F filing for Q3 2024, filed 8 Oct 2024.