Tyler-Stone Wealth Management’s DocuSign DOCU Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-355	Closed	-$19K	–	459
2024 Q2	$19K	Hold	355	–	–	0.01%	533
2024 Q1	$21.1K	Hold	355	–	–	0.01%	516
2023 Q4	$21.1K	Sell	355 -300	-46%	-$13.8K	0.01%	492
2023 Q3	$28K	Sell	655 -50	-7%	-$2.45K	0.02%	429
2023 Q2	$36K	Buy	+705	New	+$37.3K	0.02%	383
2022 Q4	$29K	Buy	530 +336	+173%	+$16.4K	0.02%	395
2022 Q3	$10K	Hold	194	–	–	0.01%	533
2022 Q2	$11K	Hold	194	–	–	0.01%	532
2022 Q1	$21K	Hold	194	–	–	0.01%	466
2021 Q4	$30K	Buy	+194	New	+$44.2K	0.02%	434

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

Tyler-Stone Wealth Management's DOCU Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 355 shares — an estimated $19K sold.

Tyler-Stone Wealth Management first reported a position in DOCU in Q4 2021 and held it in 10 quarters. The position peaked at $36K in Q2 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 355 DocuSign shares in Q3 2024, an estimated $19K.
Tyler-Stone Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's DocuSign position peaked at $36K in Q2 2023.
693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.