BFIC
DOCU

Bedell Frazier Investment Counselling’s DocuSign DOCU Stock Holding History

Bedell Frazier Investment Counselling’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
-19,434
Closed -$2.08M – 85
2022
Q1 		$2.08M Buy
19,434
+360
+2% +$41.3K 0.53% 45
2021
Q4 		$2.9M Sell
19,074
-5,983
-24% -$1.36M 0.71% 42
2021
Q3 		$6.45M Buy
25,057
+293
+1% +$84.4K 1.77% 22
2021
Q2 		$6.92M Sell
24,764
-3,440
-12% -$769K 1.75% 21
2021
Q1 		$5.71M Buy
+28,204
New +$6.54M 1.61% 29

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bedell Frazier Investment Counselling's DOCU Position: Q2 2022 in Review

Bedell Frazier Investment Counselling sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 19,434 shares — an estimated $2.08M sold.

Bedell Frazier Investment Counselling first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $6.92M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Bedell Frazier Investment Counselling reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 19,434 DocuSign shares in Q2 2022, an estimated $2.08M.
  • Bedell Frazier Investment Counselling first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
  • Bedell Frazier Investment Counselling's DocuSign position peaked at $6.92M in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Bedell Frazier Investment Counselling's 13F filing for Q2 2022, filed 3 Aug 2022.