BDWM
DOCU

Brewin Dolphin Wealth Management’s DocuSign DOCU Stock Holding History

Brewin Dolphin 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 		$10K Hold
175
– – ﹤0.01% 284
2022
Q1 		$19K Hold
175
– – ﹤0.01% 252
2021
Q4 		$27K Buy
+175
New +$39.9K ﹤0.01% 235
2020
Q4 		– Sell
-220
Closed -$47.4K – 298
2020
Q3 		$47.4K Buy
+220
New +$45.7K 0.01% 164

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Brewin Dolphin Wealth Management's DOCU Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its DocuSign (DOCU) position steady in Q2 2022 at 175 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Brewin Dolphin Wealth Management first reported a position in DOCU in Q3 2020 and has held it in 4 quarters since. The position peaked at $47.4K in Q3 2020. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Brewin Dolphin Wealth Management held 175 shares of DocuSign worth $10K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its DocuSign share count unchanged in Q2 2022.
  • DocuSign made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #284 holding.
  • Brewin Dolphin Wealth Management first reported a position in DocuSign in Q3 2020 and has held it in 4 quarters since.
  • Brewin Dolphin Wealth Management's DocuSign position peaked at $47.4K in Q3 2020.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.