SWS
DOCU

SYSTM Wealth Solutions’s DocuSign DOCU Stock Holding History

SYSTM Wealth Solutions’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
-113
Closed -$6.05K – 246
2024
Q2 		$6.05K Hold
113
– – ﹤0.01% 544
2024
Q1 		$6.73K Hold
113
– – ﹤0.01% 807
2023
Q4 		$6.72K Buy
+113
New +$5.18K ﹤0.01% 868

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

SYSTM Wealth Solutions's DOCU Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 113 shares — an estimated $6.05K sold.

SYSTM Wealth Solutions first reported a position in DOCU in Q4 2023 and held it in 3 quarters. The position peaked at $6.73K in Q1 2024. 690 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 113 DocuSign shares in Q3 2024, an estimated $6.05K.
  • SYSTM Wealth Solutions first reported a position in DocuSign in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's DocuSign position peaked at $6.73K in Q1 2024.
  • 690 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.