DAS
DOCU

Dynamic Advisor Solutions’s DocuSign DOCU Stock Holding History

Dynamic Advisor Solutions’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
-3,015
Closed -$323K – 716
2022
Q1 		$323K Sell
3,015
-486
-14% -$55.8K 0.02% 541
2021
Q4 		$533K Buy
3,501
+61
+2% +$13.9K 0.04% 411
2021
Q3 		$886K Buy
3,440
+915
+36% +$264K 0.07% 318
2021
Q2 		$706K Sell
2,525
-36
-1% -$8.05K 0.06% 348
2021
Q1 		$518K Sell
2,561
-536
-17% -$124K 0.05% 377
2020
Q4 		$688K Buy
3,097
+304
+11% +$68.3K 0.06% 301
2020
Q3 		$601K Buy
2,793
+248
+10% +$51.5K 0.07% 277
2020
Q2 		$438K Buy
+2,545
New +$321K 0.06% 303

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dynamic Advisor Solutions's DOCU Position: Q2 2022 in Review

Dynamic Advisor Solutions sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 3,015 shares — an estimated $323K sold.

Dynamic Advisor Solutions first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $886K in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Dynamic Advisor Solutions reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,015 DocuSign shares in Q2 2022, an estimated $323K.
  • Dynamic Advisor Solutions first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • Dynamic Advisor Solutions's DocuSign position peaked at $886K in Q3 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2022, filed 27 Jul 2022.