Delos Wealth Advisors’s DocuSign DOCU Stock Holding History

Delos Wealth Advisors’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 Q4	–	Sell	-72	Closed	-$4K	–	400
2022 Q3	$4K	Hold	72	–	–	﹤0.01%	176
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	176
2022 Q1	$8K	Hold	72	–	–	0.01%	181
2021 Q4	$11K	Hold	72	–	–	0.01%	197
2021 Q3	$19K	Hold	72	–	–	0.02%	71
2021 Q2	$20K	Buy	+72	New	+$16.1K	0.03%	71

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Delos Wealth Advisors's DOCU Position: Q4 2022 in Review

Delos Wealth Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 72 shares — an estimated $4K sold.

Delos Wealth Advisors first reported a position in DOCU in Q2 2021 and held it in 6 quarters. The position peaked at $20K in Q2 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Delos Wealth Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Delos Wealth Advisors sold 72 DocuSign shares in Q4 2022, an estimated $4K.
Delos Wealth Advisors first reported a position in DocuSign in Q2 2021 and held it in 6 quarters.
Delos Wealth Advisors's DocuSign position peaked at $20K in Q2 2021.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Delos Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.