SDWIA
DOCU

Schwarz Dygos Wheeler Investment Advisors’s DocuSign DOCU Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
-6,657
Closed -$396K – 152
2023
Q4 		$396K Buy
+6,657
New +$305K 0.12% 106

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DOCU Position: Q1 2024 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 6,657 shares — an estimated $396K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DOCU in Q4 2023 and held it in 1 quarter. The position peaked at $396K in Q4 2023. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 6,657 DocuSign shares in Q1 2024, an estimated $396K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in DocuSign in Q4 2023 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's DocuSign position peaked at $396K in Q4 2023.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.