Circle Wealth Management’s DocuSign DOCU Stock Holding History

Circle 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 Q1	–	Sell	-1,820	Closed	-$277K	–	191
2021 Q4	$277K	Buy	+1,820	New	+$415K	0.04%	172

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Circle Wealth Management's DOCU Position: Q1 2022 in Review

Circle Wealth Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,820 shares — an estimated $277K sold.

Circle Wealth Management first reported a position in DOCU in Q4 2021 and held it in 1 quarter. The position peaked at $277K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Circle Wealth Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Circle Wealth Management sold 1,820 DocuSign shares in Q1 2022, an estimated $277K.
Circle Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 1 quarter.
Circle Wealth Management's DocuSign position peaked at $277K in Q4 2021.
935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Circle Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.