B. Riley Wealth Management’s DocuSign DOCU Stock Holding History

B. Riley 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	$506K	Buy	8,822 +1,978	+29%	+$160K	0.05%	294
2022 Q1	$733K	Buy	6,844 +236	+4%	+$27.1K	0.06%	257
2021 Q4	$1.01M	Buy	6,608 +1,250	+23%	+$285K	0.07%	230
2021 Q3	$1.38M	Buy	+5,358	New	+$1.54M	0.11%	184
2020 Q3	–	Sell	-33,575	Closed	-$5.78M	–	437
2020 Q2	$5.78M	Sell	33,575 -6,976	-17%	-$879K	0.63%	39
2020 Q1	$3.75M	Buy	40,551 +801	+2%	+$64.4K	0.39%	71
2019 Q4	$2.95M	Buy	39,750 +1,100	+3%	+$75.6K	0.44%	55
2019 Q3	$2.39M	Sell	38,650 -2,560	-6%	-$134K	0.42%	59
2019 Q2	$2.05M	Sell	41,210 -2,843	-6%	-$152K	0.31%	65
2019 Q1	$2.28M	Sell	44,053 -7,413	-14%	-$378K	0.4%	59
2018 Q4	$2.06M	Buy	+51,466	New	+$2.16M	0.43%	52

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 $3.37T AUM 44.26% 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

B. Riley Wealth Management's DOCU Position: Q2 2022 in Review

B. Riley Wealth Management increased its DocuSign (DOCU) stake by 29% in Q2 2022, buying an estimated $160K and bringing the position to 8,822 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #294.

B. Riley Wealth Management first reported a position in DOCU in Q4 2018 and has held it in 11 quarters since. The position peaked at $5.78M in Q2 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

B. Riley Wealth Management held 8,822 shares of DocuSign worth $506K as of Q2 2022.
B. Riley Wealth Management bought 1,978 DocuSign shares in Q2 2022, an estimated $160K.
DocuSign made up 0.05% of B. Riley Wealth Management's portfolio in Q2 2022, its #294 holding.
B. Riley Wealth Management first reported a position in DocuSign in Q4 2018 and has held it in 11 quarters since.
B. Riley Wealth Management's DocuSign position peaked at $5.78M in Q2 2020.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.