ZRP
DOCU

Zynergy Retirement Planning’s DocuSign DOCU Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-557
Closed -$50.1K – 49
2025
Q1 		$50.1K Hold
557
– – 0.04% 44
2024
Q4 		$34.6K Hold
557
– – 0.02% 50
2024
Q3 		$34.6K Hold
557
– – 0.02% 50
2024
Q2 		$29.8K Buy
+557
New +$31.4K 0.02% 54

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zynergy Retirement Planning's DOCU Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 557 shares — an estimated $50.1K sold.

Zynergy Retirement Planning first reported a position in DOCU in Q2 2024 and held it in 4 quarters. The position peaked at $50.1K in Q1 2025. 781 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 557 DocuSign shares in Q2 2025, an estimated $50.1K.
  • Zynergy Retirement Planning first reported a position in DocuSign in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's DocuSign position peaked at $50.1K in Q1 2025.
  • 781 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.