Tradition Wealth Management’s DocuSign DOCU Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-118	Closed	-$7K	–	595
2023 Q4	$7K	Sell	118 -15	-11%	-$688	﹤0.01%	1059
2023 Q3	$6K	Sell	133 -8	-6%	-$392	﹤0.01%	1124
2023 Q2	$7K	Buy	141 +24	+21%	+$1.27K	﹤0.01%	1116
2023 Q1	$7K	Buy	117 +5	+4%	+$298	﹤0.01%	1073
2022 Q4	$6K	Hold	112	–	–	﹤0.01%	1004
2022 Q3	$6K	Sell	112 -22	-16%	-$1.38K	﹤0.01%	1028
2022 Q2	$8K	Sell	134 -19	-12%	-$1.54K	﹤0.01%	862
2022 Q1	$16K	Sell	153 -83	-35%	-$9.53K	﹤0.01%	768
2021 Q4	$36K	Buy	236 +155	+191%	+$35.3K	﹤0.01%	608
2021 Q3	$21K	Buy	+81	New	+$23.3K	﹤0.01%	709
2021 Q1	–	Sell	-3	Closed	-$1K	–	849
2020 Q4	$1K	Buy	+3	New	+$674	﹤0.01%	988

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JCAM

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

Tradition Wealth Management's DOCU Position: Q1 2024 in Review

Tradition Wealth Management sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 118 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in DOCU in Q4 2020 and held it in 11 quarters. The position peaked at $36K in Q4 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Tradition Wealth Management reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 118 DocuSign shares in Q1 2024, an estimated $7K.
Tradition Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's DocuSign position peaked at $36K in Q4 2021.
686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.