SWP
DOCU

Stratos Wealth Partners’s DocuSign DOCU Stock Holding History

Stratos Wealth Partners’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
-2,493
Closed -$224K – 1398
2024
Q4 		$224K Buy
+2,493
New +$199K ﹤0.01% 1293
2024
Q1 		– Sell
-4,754
Closed -$283K – 1402
2023
Q4 		$283K Sell
4,754
-485
-9% -$22.2K 0.01% 1109
2023
Q3 		$220K Buy
+5,239
New +$257K ﹤0.01% 1127
2022
Q4 		– Sell
-5,407
Closed -$289K – 1150
2022
Q3 		$289K Sell
5,407
-1,561
-22% -$97.9K 0.01% 881
2022
Q2 		$400K Sell
6,968
-882
-11% -$71.4K 0.01% 815
2022
Q1 		$841K Buy
7,850
+720
+10% +$82.6K 0.02% 617
2021
Q4 		$1.09M Buy
7,130
+897
+14% +$205K 0.02% 532
2021
Q3 		$1.6M Sell
6,233
-178
-3% -$51.3K 0.04% 369
2021
Q2 		$1.79M Sell
6,411
-1,302
-17% -$291K 0.04% 375
2021
Q1 		$1.56M Sell
7,713
-774
-9% -$179K 0.04% 372
2020
Q4 		$1.89M Buy
8,487
+1,948
+30% +$438K 0.06% 281
2020
Q3 		$1.41M Buy
6,539
+1,883
+40% +$391K 0.05% 316
2020
Q2 		$802K Buy
4,656
+1,644
+55% +$207K 0.03% 430
2020
Q1 		$278K Buy
+3,012
New +$242K 0.01% 715
2018
Q4 		– Sell
-950
Closed -$50K – 1212
2018
Q3 		$50K Buy
+950
New +$53.9K ﹤0.01% 1458

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Stratos Wealth Partners sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,493 shares — an estimated $224K sold.

Stratos Wealth Partners first reported a position in DOCU in Q3 2018 and held it in 15 quarters. The position peaked at $1.89M in Q4 2020. 810 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • Stratos Wealth Partners reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,493 DocuSign shares in Q1 2025, an estimated $224K.
  • Stratos Wealth Partners first reported a position in DocuSign in Q3 2018 and held it in 15 quarters.
  • Stratos Wealth Partners's DocuSign position peaked at $1.89M in Q4 2020.
  • 810 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

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