BerganKDV Wealth Management’s DocuSign DOCU Stock Holding History

BerganKDV 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
2023 Q2	$1.07K	Hold	21	–	–	﹤0.01%	748
2023 Q1	$1.23K	Hold	21	–	–	﹤0.01%	883
2022 Q4	$1.16K	Sell	21 -102	-83%	-$4.96K	﹤0.01%	862
2022 Q3	$7K	Sell	123 -4	-3%	-$251	﹤0.01%	619
2022 Q2	$7K	Buy	127 +12	+10%	+$971	﹤0.01%	636
2022 Q1	$12K	Buy	115 +3	+3%	+$344	﹤0.01%	585
2021 Q4	$17K	Sell	112 -6	-5%	-$1.37K	﹤0.01%	564
2021 Q3	$30K	Hold	118	–	–	﹤0.01%	466
2021 Q2	$33K	Buy	118 +100	+556%	+$22.4K	﹤0.01%	446
2021 Q1	$4K	Hold	18	–	–	﹤0.01%	687
2020 Q4	$4K	Hold	18	–	–	﹤0.01%	685
2020 Q3	$4K	Buy	18 +4	+29%	+$830	﹤0.01%	599
2020 Q2	$2K	Buy	+14	New	+$1.76K	﹤0.01%	740

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

BerganKDV Wealth Management's DOCU Position: Q2 2023 in Review

BerganKDV Wealth Management held its DocuSign (DOCU) position steady in Q2 2023 at 21 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

BerganKDV Wealth Management first reported a position in DOCU in Q2 2020 and has held it in 13 quarters since. The position peaked at $33K in Q2 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

BerganKDV Wealth Management held 21 shares of DocuSign worth $1.07K as of Q2 2023.
BerganKDV Wealth Management left its DocuSign share count unchanged in Q2 2023.
DocuSign made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #748 holding.
BerganKDV Wealth Management first reported a position in DocuSign in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's DocuSign position peaked at $33K in Q2 2021.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.