Toth Financial Advisory’s DocuSign DOCU Stock Holding History

Toth Financial Advisory’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	-20	Closed	-$1.8K	–	731
2024 Q4	$1.8K	Buy	+20	New	+$1.6K	﹤0.01%	598
2023 Q4	–	Sell	-100	Closed	-$4.2K	–	744
2023 Q3	$4.2K	Hold	100	–	–	﹤0.01%	553
2023 Q2	$5.11K	Sell	100 -80	-44%	-$4.24K	﹤0.01%	552
2023 Q1	$10.5K	Buy	180 +80	+80%	+$4.77K	﹤0.01%	452
2022 Q4	$5.54K	Hold	100	–	–	﹤0.01%	495
2022 Q3	$5K	Sell	100 -50	-33%	-$3.13K	﹤0.01%	542
2022 Q2	$9K	Hold	150	–	–	﹤0.01%	445
2022 Q1	$16K	Hold	150	–	–	﹤0.01%	407
2021 Q4	$23K	Sell	150 -25	-14%	-$5.7K	﹤0.01%	379
2021 Q3	$45K	Hold	175	–	–	0.01%	320
2021 Q2	$49K	Sell	175 -15	-8%	-$3.35K	0.01%	285
2021 Q1	$38K	Sell	190 -1,500	-89%	-$348K	0.01%	310
2020 Q4	$376K	Buy	1,690 +1,565	+1,252%	+$352K	0.06%	160
2020 Q3	$27K	Sell	125 -20	-14%	-$4.15K	0.01%	281
2020 Q2	$25K	Buy	145 +100	+222%	+$12.6K	0.01%	269
2020 Q1	$4K	Hold	45	–	–	﹤0.01%	345
2019 Q4	$3K	Hold	45	–	–	﹤0.01%	386
2019 Q3	$3K	Buy	+45	New	+$2.36K	﹤0.01%	379

Other funds holding DOCU

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Toth Financial Advisory's DOCU Position: Q1 2025 in Review

Toth Financial Advisory sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 20 shares — an estimated $1.8K sold.

Toth Financial Advisory first reported a position in DOCU in Q3 2019 and held it in 18 quarters. The position peaked at $376K in Q4 2020. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

Toth Financial Advisory reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 20 DocuSign shares in Q1 2025, an estimated $1.8K.
Toth Financial Advisory first reported a position in DocuSign in Q3 2019 and held it in 18 quarters.
Toth Financial Advisory's DocuSign position peaked at $376K in Q4 2020.
811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.