Texas Capital Bank Wealth Management Services’s DocuSign DOCU Stock Holding History

Texas Capital Bank Wealth Management Services’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	-50,000	Closed	-$2.67M	–	217
2024 Q2	$2.67M	Buy	50,000 +40,000	+400%	+$2.26M	0.28%	49
2024 Q1	$596K	Buy	+10,000	New	+$565K	0.07%	106
2023 Q4	–	Sell	-12,000	Closed	-$504K	–	207
2023 Q3	$504K	Hold	12,000	–	–	0.06%	122
2023 Q2	$613K	Buy	12,000 +2,000	+20%	+$106K	0.07%	110
2023 Q1	$583K	Buy	+10,000	New	+$596K	0.07%	113

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's DOCU Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 50,000 shares — an estimated $2.67M sold.

Texas Capital Bank Wealth Management Services first reported a position in DOCU in Q1 2023 and held it in 5 quarters. The position peaked at $2.67M in Q2 2024. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 50,000 DocuSign shares in Q3 2024, an estimated $2.67M.
Texas Capital Bank Wealth Management Services first reported a position in DocuSign in Q1 2023 and held it in 5 quarters.
Texas Capital Bank Wealth Management Services's DocuSign position peaked at $2.67M in Q2 2024.
693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.