Wealthcare Advisory Partners LLC Docusign, Inc. Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$38.53 - $63.11 $72,744 - $119,151	-1,888 Reduced 34.38%	3,604 $214,000
Q3 2023 Oct 12, 2023	SELL	$41.04 - $54.18 $22,859 - $30,178	-557 Reduced 9.21%	5,492 $230,000
Q2 2023 Jul 17, 2023	SELL	$47.4 - $59.15 $64,037 - $79,911	-1,351 Reduced 18.26%	6,049 $309,000
Q1 2023 May 04, 2023	SELL	$49.69 - $67.83 $1,590 - $2,170	-32 Reduced 0.43%	7,400 $431,000
Q4 2022 Feb 13, 2023	SELL	$39.8 - $59.55 $4,975 - $7,443	-125 Reduced 1.65%	7,432 $411,000
Q3 2022 Nov 14, 2022	BUY	$51.67 - $75.85 $9,300 - $13,652	180 Added 2.44%	7,557 $404,000
Q2 2022 Aug 15, 2022	SELL	$56.81 - $112.28 $144,922 - $286,426	-2,551 Reduced 25.7%	7,377 $423,000
Q1 2022 Apr 15, 2022	BUY	$73.24 - $157.01 $75,071 - $160,935	1,025 Added 11.51%	9,928 $1.06 Million
Q4 2021 Feb 11, 2022	SELL	$135.09 - $284.11 $436,070 - $917,107	-3,228 Reduced 26.61%	8,903 $1.36 Million
Q3 2021 Nov 15, 2021	SELL	$256.89 - $310.05 $33,909 - $40,926	-132 Reduced 1.08%	12,131 $3.12 Million
Q2 2021 Aug 16, 2021	BUY	$180.16 - $284.48 $181,961 - $287,324	1,010 Added 8.98%	12,263 $3.43 Million
Q1 2021 Apr 30, 2021	BUY	$192.84 - $265.16 $589,511 - $810,594	3,057 Added 37.3%	11,253 $2.28 Million
Q4 2020 Feb 12, 2021	SELL	$197.6 - $251.6 $29,442 - $37,488	-149 Reduced 1.79%	8,196 $1.82 Million
Q3 2020 Oct 29, 2020	BUY	$178.96 - $268.8 $38,297 - $57,523	214 Added 2.63%	8,345 $1.8 Million
Q2 2020 Jul 29, 2020	BUY	$79.0 - $177.58 $115,498 - $259,621	1,462 Added 21.92%	8,131 $1.4 Million
Q1 2020 Apr 29, 2020	BUY	$68.68 - $92.4 $280,557 - $377,454	4,085 Added 158.09%	6,669 $616,000
Q3 2019 Oct 17, 2019	BUY	$43.91 - $64.8 $81,892 - $120,852	1,865 Added 259.39%	2,584 $160,000
Q2 2019 Jul 30, 2019	BUY	$47.9 - $57.66 $34,440 - $41,457	719 New	719 $36,000

Others Institutions Holding DOCU

# of Institutions

792

Shares Held

160M

Call Options Held

5.37M

Put Options Held

4.51M

Vanguard Group Inc Valley Forge, PA

21.9M
Shares

$1.98 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

14.6M
Shares

$1.32 Billion
0.02% of portfolio
Price T Rowe Associates Inc Baltimore, MD

6.84M
Shares

$618 Million
0.05% of portfolio
State Street Corp Boston, MA

5.37M
Shares

$486 Million
0.01% of portfolio
American Century Companies Inc Kansas City, MO

4.48M
Shares

$405 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 $18.2B
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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