Claraphi Advisory Network’s DocuSign DOCU Stock Holding History

Claraphi Advisory Network’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	-2,236	Closed	-$341K	–	297
2021 Q4	$341K	Sell	2,236 -1,536	-41%	-$350K	0.12%	197
2021 Q3	$971K	Sell	3,772 -2,631	-41%	-$758K	0.34%	63
2021 Q2	$1.79M	Sell	6,403 -338	-5%	-$75.6K	0.54%	34
2021 Q1	$1.36M	Buy	6,741 +2,054	+44%	+$476K	0.38%	50
2020 Q4	$1.04M	Buy	4,687 +2,685	+134%	+$603K	0.28%	63
2020 Q3	$431K	Buy	2,002 +330	+20%	+$68.5K	0.16%	129
2020 Q2	$288K	Buy	1,672 +439	+36%	+$55.3K	0.12%	168
2020 Q1	$114K	Buy	+1,233	New	+$99.2K	0.05%	300

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Claraphi Advisory Network's DOCU Position: Q1 2022 in Review

Claraphi Advisory Network sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 2,236 shares — an estimated $341K sold.

Claraphi Advisory Network first reported a position in DOCU in Q1 2020 and held it in 8 quarters. The position peaked at $1.79M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Claraphi Advisory Network reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 2,236 DocuSign shares in Q1 2022, an estimated $341K.
Claraphi Advisory Network first reported a position in DocuSign in Q1 2020 and held it in 8 quarters.
Claraphi Advisory Network's DocuSign position peaked at $1.79M in Q2 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.