WR Wealth Planners’s DocuSign DOCU Stock Holding History

WR Wealth Planners’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 Q4	$5.94K	Sell	66 -208	-76%	-$16.6K	﹤0.01%	664
2024 Q3	$17K	Sell	274 -7	-2%	-$392	﹤0.01%	530
2024 Q2	$15K	Sell	281 -73	-21%	-$4.12K	﹤0.01%	504
2024 Q1	$21.1K	Buy	+354	New	+$20K	0.01%	441
2023 Q4	–	Sell	-387	Closed	-$16.3K	–	354
2023 Q3	$16.3K	Sell	387 -16	-4%	-$784	0.01%	459
2023 Q2	$20.6K	Sell	403 -2,371	-85%	-$126K	0.01%	426
2023 Q1	$162K	Buy	2,774 +792	+40%	+$47.2K	0.07%	179
2022 Q4	$110K	Buy	1,982 +656	+49%	+$31.9K	0.07%	133
2022 Q3	$70.9K	Buy	1,326 +206	+18%	+$12.9K	0.05%	141
2022 Q2	$64.3K	Buy	1,120 +187	+20%	+$15.1K	0.04%	154
2022 Q1	$99.9K	Buy	+933	New	+$107K	0.06%	134

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

WR Wealth Planners's DOCU Position: Q4 2024 in Review

WR Wealth Planners reduced its DocuSign (DOCU) stake by 76% in Q4 2024, selling an estimated $16.6K and leaving 66 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

WR Wealth Planners first reported a position in DOCU in Q1 2022 and has held it in 11 quarters since. The position peaked at $162K in Q1 2023. 816 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

WR Wealth Planners held 66 shares of DocuSign worth $5.94K as of Q4 2024.
WR Wealth Planners sold 208 DocuSign shares in Q4 2024, an estimated $16.6K.
DocuSign made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #664 holding.
WR Wealth Planners first reported a position in DocuSign in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's DocuSign position peaked at $162K in Q1 2023.
816 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.