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	-1,200	Closed	-$64.2K	–	356
2024 Q2	$64.2K	Buy	1,200 +100	+9%	+$5.64K	0.01%	274
2024 Q1	$65.5K	Sell	1,100 -30,800	-97%	-$1.74M	0.01%	317
2023 Q4	$1.9M	Buy	31,900 +30,600	+2,354%	+$1.4M	0.21%	134
2023 Q3	$54.6K	Sell	1,300 -31,600	-96%	-$1.55M	0.01%	258
2023 Q2	$1.68M	Buy	32,900 +3,000	+10%	+$159K	0.21%	124
2023 Q1	$1.74M	Buy	+29,900	New	+$1.78M	0.25%	109

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 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.