Captrust Financial Advisors Docusign, Inc. Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Docusign, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 38,587 shares of DOCU stock, worth $3.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

38,587

Previous 20,069 92.27%

Holding current value

$3.29 Million

Previous $1.07 Million 123.21%

% of portfolio

0.01%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$49.73 - $62.53 $920,900 - $1.16 Million	18,518 Added 92.27%	38,587 $2.4 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $61.13 $745,060 - $895,860	14,655 Added 270.69%	20,069 $1.07 Million
Q1 2024 May 15, 2024	SELL	$49.98 - $63.55 $880,797 - $1.12 Million	-17,623 Reduced 76.5%	5,414 $322,000
Q4 2023 Feb 14, 2024	BUY	$38.53 - $63.11 $506,476 - $829,580	13,145 Added 132.89%	23,037 $1.37 Million
Q3 2023 Nov 14, 2023	BUY	$41.04 - $54.18 $108,632 - $143,414	2,647 Added 36.54%	9,892 $415,000
Q2 2023 Aug 14, 2023	BUY	$47.4 - $59.15 $3,318 - $4,140	70 Added 0.98%	7,245 $370,000
Q1 2023 May 15, 2023	BUY	$49.69 - $67.83 $108,970 - $148,751	2,193 Added 44.02%	7,175 $418,000
Q4 2022 Feb 15, 2023	SELL	$39.8 - $59.55 $211,656 - $316,686	-5,318 Reduced 51.63%	4,982 $276,000
Q3 2022 Nov 16, 2022	SELL	$51.67 - $75.85 $101,531 - $149,045	-1,965 Reduced 16.02%	10,300 $551,000
Q2 2022 Aug 23, 2022	SELL	$56.81 - $112.28 $52,662 - $104,083	-927 Reduced 7.03%	12,265 $704,000
Q2 2022 Aug 16, 2022	BUY	$56.81 - $112.28 $172,702 - $341,331	3,040 Added 29.94%	13,192 $757,000
Q1 2022 May 16, 2022	BUY	$73.24 - $157.01 $78,000 - $167,215	1,065 Added 11.72%	10,152 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$135.09 - $284.11 $143,330 - $301,440	1,061 Added 13.22%	9,087 $1.38 Million
Q3 2021 Nov 16, 2021	BUY	$256.89 - $310.05 $192,924 - $232,847	751 Added 10.32%	8,026 $2.07 Million
Q2 2021 Aug 16, 2021	SELL	$180.16 - $284.48 $350,231 - $553,029	-1,944 Reduced 21.09%	7,275 $2.03 Million
Q1 2021 May 17, 2021	BUY	$192.84 - $265.16 $535,131 - $735,819	2,775 Added 43.06%	9,219 $1.87 Million
Q4 2020 Feb 16, 2021	BUY	$197.6 - $251.6 $456,258 - $580,944	2,309 Added 55.84%	6,444 $1.43 Million
Q3 2020 Nov 17, 2020	SELL	$178.96 - $268.8 $108,986 - $163,699	-609 Reduced 12.84%	4,135 $919,000
Q2 2020 Aug 14, 2020	BUY	$79.0 - $177.58 $131,930 - $296,558	1,670 Added 54.33%	4,744 $849,000
Q1 2020 May 15, 2020	BUY	$68.68 - $92.4 $211,122 - $284,037	3,074 New	3,074 $283,000
Q4 2019 Feb 14, 2020	SELL	$60.76 - $75.57 $4,313 - $5,365	-71 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$47.9 - $57.66 $862 - $1,037	18 Added 33.96%	71 $4,000
Q1 2019 May 15, 2019	SELL	$38.83 - $58.85 $660 - $1,000	-17 Reduced 24.29%	53 $3,000
Q4 2018 Feb 13, 2019	BUY	$37.41 - $48.85 $2,618 - $3,419	70 New	70 $3,000

Others Institutions Holding DOCU

# of Institutions

795

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

View Full List

About DOCUSIGN, INC.

Ticker DOCU
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 200,779,008
Market Cap $17.1B
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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Captrust Financial Advisors Docusign, Inc. Transaction History