Covenant Asset Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,847
Closed -$1.04M 147
2021
Q4
$1.04M Sell
6,847
-11,885
-63% -$2.71M 0.28% 74
2021
Q3
$4.82M Sell
18,732
-59
-0.3% -$17K 1.43% 15
2021
Q2
$5.25M Buy
18,791
+69
+0.4% +$15.4K 1.56% 14
2021
Q1
$3.79M Buy
+18,722
New +$4.34M 1.18% 21

Other funds holding DOCU

Covenant Asset Management's DOCU Position: Q1 2022 in Review

Covenant Asset Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 6,847 shares — an estimated $1.04M sold.

Covenant Asset Management first reported a position in DOCU in Q1 2021 and held it in 4 quarters. The position peaked at $5.25M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Covenant Asset Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Covenant Asset Management sold 6,847 DocuSign shares in Q1 2022, an estimated $1.04M.
  • Covenant Asset Management first reported a position in DocuSign in Q1 2021 and held it in 4 quarters.
  • Covenant Asset Management's DocuSign position peaked at $5.25M in Q2 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Covenant Asset Management's 13F filing for Q1 2022, filed 29 Apr 2022.