Bellwether Advisors’s DocuSign DOCU Stock Holding History

Bellwether Advisors’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 Q4	–	Sell	-8	Closed	–	–	476
2022 Q3	$0	Buy	+8	New	+$502	﹤0.01%	479

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bellwether Advisors's DOCU Position: Q4 2022 in Review

Bellwether Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 8 shares.

Bellwether Advisors first reported a position in DOCU in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Bellwether Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 8 DocuSign shares in Q4 2022.
Bellwether Advisors first reported a position in DocuSign in Q3 2022 and held it in 1 quarter.
Bellwether Advisors's DocuSign position peaked at $0 in Q3 2022.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.