TFA
DOCU

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
2022
Q3 		– Hold
0
– -$6K – 751
2022
Q2 		– Sell
-100
Closed -$8.1K – 488
2022
Q1 		$11K Buy
+100
New +$11.5K ﹤0.01% 461
2021
Q2 		– Sell
-100
Closed -$20K – 704
2021
Q1 		$20K Buy
+100
New +$23.2K ﹤0.01% 383

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

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. 807 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.
  • 807 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.