Credential Qtrade Securities’s DocuSign DOCU Stock Holding History

Credential Qtrade Securities’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 Q3	–	Sell	-10	Closed	-$573	–	380
2022 Q2	$573	Buy	+10	New	+$810	﹤0.01%	346

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Credential Qtrade Securities's DOCU Position: Q3 2022 in Review

Credential Qtrade Securities sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 10 shares — an estimated $573 sold.

Credential Qtrade Securities first reported a position in DOCU in Q2 2022 and held it in 1 quarter. The position peaked at $573 in Q2 2022. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Credential Qtrade Securities reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Credential Qtrade Securities sold 10 DocuSign shares in Q3 2022, an estimated $573.
Credential Qtrade Securities first reported a position in DocuSign in Q2 2022 and held it in 1 quarter.
Credential Qtrade Securities's DocuSign position peaked at $573 in Q2 2022.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Credential Qtrade Securities's 13F filing for Q3 2022, filed 21 Jul 2025.