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Docusign shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Docusign (DOCU) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Docusign

Tip: Access up to 7 years of quarterly data

All positions including Docusign held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Docusign by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $271k 5.1k 53.50
2024-03-31 $302k 5.1k 59.55
2023-12-31 $301k 5.1k 59.45
2022-03-31 $274k 2.6k 107.11

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Natixis Gateway Quality Income Etf Etf (GQI)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Nvidia Corp Stock (NVDA)
Procter And Gamble Stock (PG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)

View all positions for Legacy Financial Advisors

Top funds holding Docusign

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
State Street Corporation
American Century Companies
Capital World Investors
Renaissance Technologies
Newlands Management Operations
D. E. Shaw & Co
Susquehanna International
Jericho Capital Asset Management
Geode Capital Management
Pacer Advisors
ClearBridge Advisors

View all funds holding Docusign