Avondale Wealth Management’s DocuSign DOCU Stock Holding History

Avondale 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	-39	Closed	-$4K	–	118
2022 Q1	$4K	Buy	+39	New	+$4.48K	﹤0.01%	109
2021 Q4	–	Sell	-91	Closed	-$23K	–	107
2021 Q3	$23K	Sell	91 -143	-61%	-$41.2K	0.02%	89
2021 Q2	$65K	Hold	234	–	–	0.06%	65
2021 Q1	$47K	Hold	234	–	–	0.05%	69
2020 Q4	$52K	Buy	234 +91	+64%	+$20.4K	0.06%	54
2020 Q3	$31K	Buy	+143	New	+$29.7K	0.05%	58

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

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

Avondale Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 39 shares — an estimated $4K sold.

Avondale Wealth Management first reported a position in DOCU in Q3 2020 and held it in 6 quarters. The position peaked at $65K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Avondale Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Avondale Wealth Management sold 39 DocuSign shares in Q2 2022, an estimated $4K.
Avondale Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 6 quarters.
Avondale Wealth Management's DocuSign position peaked at $65K in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Avondale Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.