9258 Wealth Management’s DocuSign DOCU Stock Holding History

9258 Wealth Management’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
2022 Q2	–	Sell	-2,936	Closed	-$315K	–	341
2022 Q1	$315K	Sell	2,936 -88	-3%	-$10.1K	0.07%	266
2021 Q4	$461K	Buy	3,024 +33	+1%	+$7.52K	0.11%	208
2021 Q3	$770K	Buy	2,991 +361	+14%	+$104K	0.21%	122
2021 Q2	$735K	Buy	2,630 +472	+22%	+$106K	0.2%	128
2021 Q1	$437K	Sell	2,158 -2,332	-52%	-$541K	0.13%	172
2020 Q4	$998K	Sell	4,490 -57	-1%	-$12.8K	0.33%	73
2020 Q3	$920K	Buy	4,547 +2,723	+149%	+$565K	0.35%	68
2020 Q2	$314K	Buy	+1,824	New	+$230K	0.13%	193

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

9258 Wealth Management's DOCU Position: Q2 2022 in Review

9258 Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,936 shares — an estimated $315K sold.

9258 Wealth Management first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $998K in Q4 2020. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

9258 Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 2,936 DocuSign shares in Q2 2022, an estimated $315K.
9258 Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
9258 Wealth Management's DocuSign position peaked at $998K in Q4 2020.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.