VAG
DOCU

VisionPoint Advisory Group’s DocuSign DOCU Stock Holding History

VisionPoint Advisory Group’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
-38
Closed -$2.03K – 377
2024
Q2 		$2.03K Hold
38
– – ﹤0.01% 670
2024
Q1 		$2.26K Buy
+38
New +$2.15K ﹤0.01% 664
2023
Q3 		– Sell
-99
Closed -$5.06K – 718
2023
Q2 		$5.06K Buy
+99
New +$5.24K ﹤0.01% 448

Other funds holding DOCU

Vanguard Group
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

VisionPoint Advisory Group's DOCU Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 38 shares — an estimated $2.03K sold.

VisionPoint Advisory Group first reported a position in DOCU in Q2 2023 and held it in 3 quarters. The position peaked at $5.06K in Q2 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 38 DocuSign shares in Q3 2024, an estimated $2.03K.
  • VisionPoint Advisory Group first reported a position in DocuSign in Q2 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's DocuSign position peaked at $5.06K in Q2 2023.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.