Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.24K Hold
20
﹤0.01% 408
2024
Q2
$1.07K Hold
20
﹤0.01% 419
2024
Q1
$1K Hold
20
﹤0.01% 424
2023
Q4
$1K Hold
20
﹤0.01% 442
2023
Q3
$1K Sell
20
-20
-50% -$980 ﹤0.01% 410
2023
Q2
$2K Sell
40
-55
-58% -$2.91K ﹤0.01% 781
2023
Q1
$17K Buy
95
+60
+171% +$3.58K 0.01% 178
2022
Q4
$3K Buy
+35
New +$1.7K ﹤0.01% 428

Other funds holding DOCU

VitalStone Financial's DOCU Position: Q3 2024 in Review

VitalStone Financial held its DocuSign (DOCU) position steady in Q3 2024 at 20 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

VitalStone Financial first reported a position in DOCU in Q4 2022 and has held it in 8 quarters since. The position peaked at $17K in Q1 2023. 691 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • VitalStone Financial held 20 shares of DocuSign worth $1.24K as of Q3 2024.
  • VitalStone Financial left its DocuSign share count unchanged in Q3 2024.
  • DocuSign made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #408 holding.
  • VitalStone Financial first reported a position in DocuSign in Q4 2022 and has held it in 8 quarters since.
  • VitalStone Financial's DocuSign position peaked at $17K in Q1 2023.
  • 691 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.