WIA
DOCU

Wetzel Investment Advisors’s DocuSign DOCU Stock Holding History

Wetzel Investment Advisors’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
-50
Closed -$2.98K – 316
2024
Q2 		$2.98K Hold
50
– – ﹤0.01% 680
2024
Q1 		$2.85K Hold
50
– – ﹤0.01% 779
2023
Q4 		$3K Buy
+50
New +$2.29K ﹤0.01% 774

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

Wetzel Investment Advisors's DOCU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of DocuSign (DOCU) in Q3 2024, closing a stake of 50 shares — an estimated $2.98K sold.

Wetzel Investment Advisors first reported a position in DOCU in Q4 2023 and held it in 3 quarters. The position peaked at $3K in Q4 2023. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining DocuSign position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 50 DocuSign shares in Q3 2024, an estimated $2.98K.
  • Wetzel Investment Advisors first reported a position in DocuSign in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's DocuSign position peaked at $3K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.