EWM
DOCU

Elite Wealth Management’s DocuSign DOCU Stock Holding History

Elite Wealth Management’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
-3,545
Closed -$203K – 49
2022
Q2 		$203K Sell
3,545
-123
-3% -$9.96K 0.03% 51
2022
Q1 		$393K Sell
3,668
-59
-2% -$6.77K 0.06% 41
2021
Q4 		$568K Sell
3,727
-271
-7% -$61.8K 0.08% 38
2021
Q3 		$1.03M Buy
3,998
+110
+3% +$31.7K 0.19% 33
2021
Q2 		$1.09K Sell
3,888
-233
-6% -$52.1K 0.1% 31
2021
Q1 		$834 Buy
4,121
+308
+8% +$71.4K 0.11% 32
2020
Q4 		$848K Sell
3,813
-1,063
-22% -$239K 0.11% 32
2020
Q3 		$1.05M Buy
+4,876
New +$1.01M 0.15% 26

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Elite Wealth Management's DOCU Position: Q3 2022 in Review

Elite Wealth Management sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 3,545 shares — an estimated $203K sold.

Elite Wealth Management first reported a position in DOCU in Q3 2020 and held it in 8 quarters. The position peaked at $1.05M in Q3 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Elite Wealth Management reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Elite Wealth Management sold 3,545 DocuSign shares in Q3 2022, an estimated $203K.
  • Elite Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 8 quarters.
  • Elite Wealth Management's DocuSign position peaked at $1.05M in Q3 2020.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Elite Wealth Management's 13F filing for Q3 2022, filed 28 Oct 2022.