TSWM
DOCU

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
2022
Q1 		– Sell
-1
Closed -$2K – 860
2021
Q4 		$2K Buy
+1
New +$228 ﹤0.01% 788

Other funds holding DOCU

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
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
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.