Ae Wealth Management LLC Docusign, Inc. Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$38.53 - $63.11 $86,962 - $142,439	-2,257 Reduced 14.65%	13,145 $781,000
Q3 2023 Oct 11, 2023	BUY	$41.04 - $54.18 $28,851 - $38,088	703 Added 4.78%	15,402 $646,000
Q2 2023 Jul 10, 2023	BUY	$47.4 - $59.15 $335,023 - $418,072	7,068 Added 92.62%	14,699 $750,000
Q1 2023 Apr 14, 2023	SELL	$49.69 - $67.83 $910,171 - $1.24 Million	-18,317 Reduced 70.59%	7,631 $444,000
Q4 2022 Jan 31, 2023	SELL	$39.8 - $59.55 $271,197 - $405,773	-6,814 Reduced 20.8%	25,948 $1.44 Million
Q3 2022 Oct 25, 2022	SELL	$51.67 - $75.85 $115,895 - $170,131	-2,243 Reduced 6.41%	32,762 $1.75 Million
Q2 2022 Aug 03, 2022	SELL	$56.81 - $112.28 $89,873 - $177,626	-1,582 Reduced 4.32%	35,005 $2.01 Million
Q1 2022 Apr 18, 2022	SELL	$73.24 - $157.01 $669,413 - $1.44 Million	-9,140 Reduced 19.99%	36,587 $3.92 Million
Q4 2021 Jan 20, 2022	BUY	$135.09 - $284.11 $3.6 Million - $7.58 Million	26,674 Added 140.0%	45,727 $6.97 Million
Q3 2021 Nov 01, 2021	BUY	$256.89 - $310.05 $396,381 - $478,407	1,543 Added 8.81%	19,053 $4.91 Million
Q2 2021 Jul 21, 2021	SELL	$180.16 - $284.48 $350,050 - $552,744	-1,943 Reduced 9.99%	17,510 $4.9 Million
Q1 2021 Apr 27, 2021	SELL	$192.84 - $265.16 $539,759 - $742,182	-2,799 Reduced 12.58%	19,453 $3.94 Million
Q4 2020 Feb 01, 2021	BUY	$197.6 - $251.6 $370,500 - $471,750	1,875 Added 9.2%	22,252 $4.95 Million
Q3 2020 Nov 06, 2020	BUY	$178.96 - $268.8 $1.94 Million - $2.91 Million	10,836 Added 113.57%	20,377 $4.39 Million
Q2 2020 Aug 05, 2020	BUY	$79.0 - $177.58 $122,450 - $275,249	1,550 Added 19.4%	9,541 $1.64 Million
Q1 2020 May 07, 2020	SELL	$68.68 - $92.4 $19,161 - $25,779	-279 Reduced 3.37%	7,991 $738,000
Q4 2019 Jan 15, 2020	BUY	$60.76 - $75.57 $38,035 - $47,306	626 Added 8.19%	8,270 $613,000
Q3 2019 Nov 05, 2019	BUY	$43.91 - $64.8 $33,635 - $49,636	766 Added 11.14%	7,644 $473,000
Q2 2019 Jul 22, 2019	BUY	$47.9 - $57.66 $329,456 - $396,585	6,878 New	6,878 $342,000

Others Institutions Holding DOCU

# of Institutions

793

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$1.73 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$1.15 Billion
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.84M
Shares

$541 Million
0.05% of portfolio
State Street Corp Boston, MA

5.37M
Shares

$425 Million
0.01% of portfolio
American Century Companies Inc Kansas City, MO

4.48M
Shares

$355 Million
0.17% of portfolio

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $15.9B
Description
DocuSign, Inc. provides electronic signature software in the United States and internationally. The company provides e-signature solution that enables businesses to digitally prepare, sign, act on, and manage agreements. It also offers CLM, which automates workflows across the entire agreement process; Insights that use artificial intelligence (...

More about DOCU

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