EWM
DOCU

Elmwood Wealth Management’s DocuSign DOCU Stock Holding History

Elmwood 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
Q1 		– Sell
-660
Closed -$101K – 158
2021
Q4 		$101K Buy
+660
New +$150K 0.05% 149
2021
Q2 		$10K Hold
35
– – 0.01% 259
2021
Q1 		$7K Buy
+35
New +$8.12K ﹤0.01% 258
2020
Q3 		$6K Hold
35
– – ﹤0.01% 203
2020
Q2 		$6K Buy
+35
New +$4.41K ﹤0.01% 203

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Elmwood Wealth Management's DOCU Position: Q1 2022 in Review

Elmwood Wealth Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 660 shares — an estimated $101K sold.

Elmwood Wealth Management first reported a position in DOCU in Q2 2020 and held it in 5 quarters. The position peaked at $101K in Q4 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Elmwood Wealth Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 660 DocuSign shares in Q1 2022, an estimated $101K.
  • Elmwood Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 5 quarters.
  • Elmwood Wealth Management's DocuSign position peaked at $101K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.