Bedel Financial Consulting’s DocuSign DOCU Stock Holding History

Bedel Financial Consulting’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	-102	Closed	-$11K	–	370
2022 Q1	$11K	Sell	102 -2	-2%	-$230	﹤0.01%	644
2021 Q4	$16K	Buy	104 +5	+5%	+$1.14K	0.01%	606
2021 Q3	$25K	Buy	99 +36	+57%	+$10.4K	0.01%	504
2021 Q2	$18K	Hold	63	–	–	0.01%	575
2021 Q1	$13K	Hold	63	–	–	0.01%	588
2020 Q4	$14K	Hold	63	–	–	0.01%	500
2020 Q3	$14K	Hold	63	–	–	0.01%	468
2020 Q2	$11K	Buy	63 +16	+34%	+$2.02K	0.01%	474
2020 Q1	$4K	Hold	47	–	–	﹤0.01%	603
2019 Q4	$3K	Hold	47	–	–	﹤0.01%	633
2019 Q3	$3K	Buy	+47	New	+$2.46K	﹤0.01%	609

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

Bedel Financial Consulting's DOCU Position: Q2 2022 in Review

Bedel Financial Consulting sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 102 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in DOCU in Q3 2019 and held it in 11 quarters. The position peaked at $25K in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Bedel Financial Consulting reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 102 DocuSign shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in DocuSign in Q3 2019 and held it in 11 quarters.
Bedel Financial Consulting's DocuSign position peaked at $25K in Q3 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.