AJ Wealth Strategies’s DocuSign DOCU Stock Holding History

AJ Wealth Strategies’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	-2,083	Closed	-$223K	–	317
2022 Q1	$223K	Hold	2,083	–	–	0.01%	286
2021 Q4	$317K	Hold	2,083	–	–	0.02%	243
2021 Q3	$536K	Hold	2,083	–	–	0.03%	185
2021 Q2	$582K	Hold	2,083	–	–	0.03%	167
2021 Q1	$422K	Hold	2,083	–	–	0.03%	180
2020 Q4	$463K	Hold	2,083	–	–	0.04%	152
2020 Q3	$448K	Hold	2,083	–	–	0.05%	135
2020 Q2	$359K	Buy	+2,083	New	+$263K	0.04%	148

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AJ Wealth Strategies's DOCU Position: Q2 2022 in Review

AJ Wealth Strategies sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,083 shares — an estimated $223K sold.

AJ Wealth Strategies first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $582K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

AJ Wealth Strategies reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
AJ Wealth Strategies sold 2,083 DocuSign shares in Q2 2022, an estimated $223K.
AJ Wealth Strategies first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
AJ Wealth Strategies's DocuSign position peaked at $582K in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

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