CWM
DOCU

Congress Wealth Management’s DocuSign DOCU Stock Holding History

Congress 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 		– Sell
-1,988
Closed -$213K – 564
2022
Q1 		$213K Buy
1,988
+6
+0.3% +$689 ﹤0.01% 569
2021
Q4 		$302K Buy
+1,982
New +$452K 0.01% 536

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

Congress Wealth Management's DOCU Position: Q2 2022 in Review

Congress Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 1,988 shares — an estimated $213K sold.

Congress Wealth Management first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Congress Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 1,988 DocuSign shares in Q2 2022, an estimated $213K.
  • Congress Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's DocuSign position peaked at $302K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.