WAP
DOCU

Wealthcare Advisory Partners’s DocuSign DOCU Stock Holding History

Wealthcare Advisory Partners’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
-3,604
Closed -$214K – 810
2023
Q4 		$214K Sell
3,604
-1,888
-34% -$86.6K 0.01% 705
2023
Q3 		$231K Sell
5,492
-557
-9% -$27.3K 0.01% 617
2023
Q2 		$309K Sell
6,049
-1,351
-18% -$71.5K 0.01% 556
2023
Q1 		$431K Sell
7,400
-32
-0.4% -$1.91K 0.02% 495
2022
Q4 		$412K Sell
7,432
-125
-2% -$6.08K 0.02% 461
2022
Q3 		$404K Buy
7,557
+180
+2% +$11.3K 0.02% 414
2022
Q2 		$423K Sell
7,377
-2,551
-26% -$207K 0.03% 358
2022
Q1 		$1.06M Buy
9,928
+1,025
+12% +$118K 0.06% 184
2021
Q4 		$1.36M Sell
8,903
-3,228
-27% -$736K 0.08% 152
2021
Q3 		$3.12M Sell
12,131
-132
-1% -$38K 0.2% 72
2021
Q2 		$3.43M Buy
12,263
+1,010
+9% +$226K 0.23% 65
2021
Q1 		$2.28M Buy
11,253
+3,057
+37% +$709K 0.17% 83
2020
Q4 		$1.82M Sell
8,196
-149
-2% -$33.5K 0.16% 83
2020
Q3 		$1.8M Buy
8,345
+214
+3% +$44.4K 0.2% 69
2020
Q2 		$1.4M Buy
8,131
+1,462
+22% +$184K 0.17% 76
2020
Q1 		$616K Buy
6,669
+4,085
+158% +$329K 0.09% 129
2019
Q4 		$192K Hold
2,584
– – 0.02% 303
2019
Q3 		$160K Buy
2,584
+1,865
+259% +$97.7K 0.02% 312
2019
Q2 		$36K Buy
+719
New +$38.4K 0.01% 581

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Capital World Investors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
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

Wealthcare Advisory Partners's DOCU Position: Q1 2024 in Review

Wealthcare Advisory Partners sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 3,604 shares — an estimated $214K sold.

Wealthcare Advisory Partners first reported a position in DOCU in Q2 2019 and held it in 19 quarters. The position peaked at $3.43M in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

  • Wealthcare Advisory Partners reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,604 DocuSign shares in Q1 2024, an estimated $214K.
  • Wealthcare Advisory Partners first reported a position in DocuSign in Q2 2019 and held it in 19 quarters.
  • Wealthcare Advisory Partners's DocuSign position peaked at $3.43M in Q2 2021.
  • 686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.