Washington Trust’s DocuSign DOCU Stock Holding History

Washington Trust’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	-160	Closed	-$9.51K	–	853
2023 Q4	$9.51K	Sell	160 -600	-79%	-$27.5K	﹤0.01%	645
2023 Q3	$31.9K	Hold	760	–	–	﹤0.01%	456
2023 Q2	$38.8K	Hold	760	–	–	﹤0.01%	454
2023 Q1	$44.3K	Hold	760	–	–	﹤0.01%	430
2022 Q4	$42.1K	Hold	760	–	–	﹤0.01%	425
2022 Q3	$41K	Hold	760	–	–	﹤0.01%	423
2022 Q2	$43K	Buy	760 +400	+111%	+$32.4K	﹤0.01%	430
2022 Q1	$38K	Buy	360 +200	+125%	+$23K	﹤0.01%	470
2021 Q4	$24K	Sell	160 -9,259	-98%	-$2.11M	﹤0.01%	547
2021 Q3	$2.42M	Buy	9,419 +9,094	+2,798%	+$2.62M	0.07%	144
2021 Q2	$91K	Buy	325 +10	+3%	+$2.24K	﹤0.01%	420
2021 Q1	$63K	Hold	315	–	–	﹤0.01%	459
2020 Q4	$70K	Hold	315	–	–	﹤0.01%	435
2020 Q3	$67K	Buy	315 +155	+97%	+$32.2K	﹤0.01%	392
2020 Q2	$27K	Buy	+160	New	+$20.2K	﹤0.01%	504

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

Washington Trust's DOCU Position: Q1 2024 in Review

Washington Trust sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 160 shares — an estimated $9.51K sold.

Washington Trust first reported a position in DOCU in Q2 2020 and held it in 15 quarters. The position peaked at $2.42M in Q3 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Washington Trust reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Washington Trust sold 160 DocuSign shares in Q1 2024, an estimated $9.51K.
Washington Trust first reported a position in DocuSign in Q2 2020 and held it in 15 quarters.
Washington Trust's DocuSign position peaked at $2.42M in Q3 2021.
686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Washington Trust's 13F filing for Q1 2024, filed 23 Apr 2024.