AW
DOCU

ACG Wealth’s DocuSign DOCU Stock Holding History

ACG Wealth’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
Q3 		– Sell
-654
Closed -$38K – 420
2022
Q2 		$38K Buy
+654
New +$52.9K 0.01% 474
2021
Q4 		– Sell
-1,392
Closed -$358K – 336
2021
Q3 		$358K Hold
1,392
– – 0.05% 226
2021
Q2 		$389K Sell
1,392
-3,475
-71% -$777K 0.05% 222
2021
Q1 		$985K Sell
4,867
-973
-17% -$226K 0.13% 130
2020
Q4 		$1.3M Sell
5,840
-90
-2% -$20.2K 0.18% 107
2020
Q3 		$1.28M Buy
5,930
+3,535
+148% +$734K 0.19% 99
2020
Q2 		$412K Buy
+2,395
New +$302K 0.07% 181
2019
Q4 		– Sell
-3,228
Closed -$200K – 328
2019
Q3 		$200K Buy
+3,228
New +$169K 0.03% 313

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ACG Wealth's DOCU Position: Q3 2022 in Review

ACG Wealth sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 654 shares — an estimated $38K sold.

ACG Wealth first reported a position in DOCU in Q3 2019 and held it in 8 quarters. The position peaked at $1.3M in Q4 2020. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • ACG Wealth reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 654 DocuSign shares in Q3 2022, an estimated $38K.
  • ACG Wealth first reported a position in DocuSign in Q3 2019 and held it in 8 quarters.
  • ACG Wealth's DocuSign position peaked at $1.3M in Q4 2020.
  • 737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.