WS
DOCU

Wedbush Securities’s DocuSign DOCU Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-3,577
Closed -$213K – 1217
2024
Q1 		$213K Sell
3,577
-964
-21% -$54.4K 0.01% 1058
2023
Q4 		$270K Sell
4,541
-1,465
-24% -$67.2K 0.01% 818
2023
Q3 		$252K Sell
6,006
-1,303
-18% -$63.9K 0.01% 806
2023
Q2 		$373K Sell
7,309
-953
-12% -$50.5K 0.02% 655
2023
Q1 		$482K Sell
8,262
-144
-2% -$8.59K 0.02% 549
2022
Q4 		$466K Sell
8,406
-3,711
-31% -$181K 0.03% 544
2022
Q3 		$648K Sell
12,117
-2,766
-19% -$173K 0.04% 423
2022
Q2 		$854K Sell
14,883
-151
-1% -$12.2K 0.05% 335
2022
Q1 		$1.61M Sell
15,034
-1,011
-6% -$116K 0.07% 220
2021
Q4 		$2.44M Buy
16,045
+523
+3% +$119K 0.11% 155
2021
Q3 		$4M Buy
15,522
+552
+4% +$159K 0.19% 84
2021
Q2 		$4.18M Buy
14,970
+1,120
+8% +$250K 0.2% 81
2021
Q1 		$2.8M Buy
13,850
+6,024
+77% +$1.4M 0.16% 112
2020
Q4 		$1.74M Buy
7,826
+619
+9% +$139K 0.15% 140
2020
Q3 		$1.55M Buy
7,207
+1,380
+24% +$286K 0.15% 147
2020
Q2 		$1M Buy
5,827
+1,566
+37% +$197K 0.09% 214
2020
Q1 		$394K Buy
+4,261
New +$343K 0.05% 441

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wedbush Securities's DOCU Position: Q2 2024 in Review

Wedbush Securities sold out of DocuSign (DOCU) in Q2 2024, closing a stake of 3,577 shares — an estimated $213K sold.

Wedbush Securities first reported a position in DOCU in Q1 2020 and held it in 17 quarters. The position peaked at $4.18M in Q2 2021. 667 funds tracked by Wall St. Rank hold DOCU as of Q2 2024.

  • Wedbush Securities reported no remaining DocuSign position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 3,577 DocuSign shares in Q2 2024, an estimated $213K.
  • Wedbush Securities first reported a position in DocuSign in Q1 2020 and held it in 17 quarters.
  • Wedbush Securities's DocuSign position peaked at $4.18M in Q2 2021.
  • 667 funds tracked by Wall St. Rank held DocuSign as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.