SWM
DOCU

SeaCrest Wealth Management’s DocuSign DOCU Stock Holding History

SeaCrest Wealth 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
2025
Q2 		– Sell
-6,474
Closed -$527K – 635
2025
Q1 		$527K Sell
6,474
-950
-13% -$83.2K 0.06% 318
2024
Q4 		$668K Sell
7,424
-2,909
-28% -$232K 0.07% 267
2024
Q3 		$642K Sell
10,333
-406
-4% -$22.8K 0.07% 287
2024
Q2 		$575K Sell
10,739
-588
-5% -$33.2K 0.07% 286
2024
Q1 		$675K Buy
11,327
+240
+2% +$13.6K 0.08% 253
2023
Q4 		$606K Buy
11,087
+243
+2% +$11.1K 0.07% 271
2023
Q3 		$455K Sell
10,844
-887
-8% -$43.5K 0.06% 326
2023
Q2 		$599K Buy
11,731
+89
+0.8% +$4.71K 0.08% 275
2023
Q1 		$679K Buy
+11,642
New +$694K 0.09% 251
2022
Q3 		– Sell
-2,951
Closed -$169K – 843
2022
Q2 		$169K Sell
2,951
-809
-22% -$65.5K 0.02% 666
2022
Q1 		$403K Sell
3,760
-861
-19% -$98.8K 0.05% 427
2021
Q4 		$704K Sell
4,621
-713
-13% -$163K 0.08% 256
2021
Q3 		$1.37M Buy
5,334
+784
+17% +$226K 0.17% 127
2021
Q2 		$1.27M Sell
4,550
-142
-3% -$31.8K 0.15% 137
2021
Q1 		$950K Sell
4,692
-53
-1% -$12.3K 0.13% 186
2020
Q4 		$1.05M Sell
4,745
-32
-0.7% -$7.19K 0.15% 148
2020
Q3 		$1.03M Buy
4,777
+2,326
+95% +$483K 0.16% 128
2020
Q2 		$422K Buy
+2,451
New +$309K 0.07% 283
2019
Q2 		– Sell
-51
Closed -$3K – 847
2019
Q1 		$3K Buy
+51
New +$2.6K ﹤0.01% 1836
2018
Q3 		– Sell
-200
Closed -$11K – 2272
2018
Q2 		$11K Buy
+200
New +$10.1K ﹤0.01% 1569

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SeaCrest Wealth Management's DOCU Position: Q2 2025 in Review

SeaCrest Wealth Management sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 6,474 shares — an estimated $527K sold.

SeaCrest Wealth Management first reported a position in DOCU in Q2 2018 and held it in 20 quarters. The position peaked at $1.37M in Q3 2021. 782 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • SeaCrest Wealth Management reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,474 DocuSign shares in Q2 2025, an estimated $527K.
  • SeaCrest Wealth Management first reported a position in DocuSign in Q2 2018 and held it in 20 quarters.
  • SeaCrest Wealth Management's DocuSign position peaked at $1.37M in Q3 2021.
  • 782 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on SeaCrest Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.