Confluence Wealth Services’s DocuSign DOCU Stock Holding History

Confluence Wealth Services’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	-136	Closed	-$20K	–	455
2021 Q4	$20K	Buy	+136	New	+$31K	0.01%	726

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

Confluence Wealth Services's DOCU Position: Q1 2022 in Review

Confluence Wealth Services sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 136 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in DOCU in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Confluence Wealth Services reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 136 DocuSign shares in Q1 2022, an estimated $20K.
Confluence Wealth Services first reported a position in DocuSign in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's DocuSign position peaked at $20K in Q4 2021.
935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.