DHGWA
DOCU

Dixon Hughes Goodman Wealth Advisors’s DocuSign DOCU Stock Holding History

Dixon Hughes Goodman 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
Q1 		$5K Hold
50
– – ﹤0.01% 593
2021
Q4 		$8K Buy
+50
New +$11.4K ﹤0.01% 478

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's DOCU Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its DocuSign (DOCU) position steady in Q1 2022 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Dixon Hughes Goodman Wealth Advisors first reported a position in DOCU in Q4 2021 and has held it in 2 quarters since. The position peaked at $8K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 50 shares of DocuSign worth $5K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its DocuSign share count unchanged in Q1 2022.
  • DocuSign made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #593 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in DocuSign in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's DocuSign position peaked at $8K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.