BRWM
DOCU

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 		$506 Buy
8,822
+1,978
+29% +$160K ﹤0.01% 409
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 		$2.05K 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

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T. Rowe Price Associates
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return