AIS
DOCU

AM Investment Strategies’s DocuSign DOCU Stock Holding History

AM Investment 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
-2,008
Closed -$215K – 103
2022
Q1 		$215K Sell
2,008
-147
-7% -$16.9K 0.06% 100
2021
Q4 		$328K Sell
2,155
-658
-23% -$150K 0.08% 87
2021
Q3 		$724K Buy
2,813
+88
+3% +$25.4K 0.19% 61
2021
Q2 		$762K Buy
2,725
+1,511
+124% +$338K 0.2% 61
2021
Q1 		$246K Buy
1,214
+214
+21% +$49.6K 0.07% 90
2020
Q4 		$222K Hold
1,000
– – 0.07% 82
2020
Q3 		$215K Buy
+1,000
New +$208K 0.08% 79

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AM Investment Strategies's DOCU Position: Q2 2022 in Review

AM Investment Strategies sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,008 shares — an estimated $215K sold.

AM Investment Strategies first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $762K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • AM Investment Strategies reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • AM Investment Strategies sold 2,008 DocuSign shares in Q2 2022, an estimated $215K.
  • AM Investment Strategies first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
  • AM Investment Strategies's DocuSign position peaked at $762K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on AM Investment Strategies's 13F filing for Q2 2022, filed 21 Jul 2022.