SWA
DOCU

Stratos Wealth Advisors’s DocuSign DOCU Stock Holding History

Stratos Wealth 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
2025
Q1 		– Sell
-12,406
Closed -$1.12M – 684
2024
Q4 		$1.12M Buy
+12,406
New +$991K 0.05% 310

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stratos Wealth Advisors's DOCU Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 12,406 shares — an estimated $1.12M sold.

Stratos Wealth Advisors first reported a position in DOCU in Q4 2024 and held it in 1 quarter. The position peaked at $1.12M in Q4 2024. 806 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 12,406 DocuSign shares in Q1 2025, an estimated $1.12M.
  • Stratos Wealth Advisors first reported a position in DocuSign in Q4 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's DocuSign position peaked at $1.12M in Q4 2024.
  • 806 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.