CCA
DOCU

Checchi Capital Advisers’s DocuSign DOCU Stock Holding History

Checchi Capital Advisers’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
-4,219
Closed -$452K – 594
2022
Q1 		$452K Sell
4,219
-5
-0.1% -$574 0.04% 290
2021
Q4 		$643K Sell
4,224
-101
-2% -$23K 0.06% 209
2021
Q3 		$1.11M Sell
4,325
-1,952
-31% -$562K 0.11% 135
2021
Q2 		$1.75M Sell
6,277
-1,931
-24% -$432K 0.17% 105
2021
Q1 		$1.66M Buy
+8,208
New +$1.9M 0.16% 102

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 $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Checchi Capital Advisers's DOCU Position: Q2 2022 in Review

Checchi Capital Advisers sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 4,219 shares — an estimated $452K sold.

Checchi Capital Advisers first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $1.75M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Checchi Capital Advisers reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Checchi Capital Advisers sold 4,219 DocuSign shares in Q2 2022, an estimated $452K.
  • Checchi Capital Advisers first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
  • Checchi Capital Advisers's DocuSign position peaked at $1.75M in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Checchi Capital Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.