FPS
DOCU

Fieldpoint Private Securities’s DocuSign DOCU Stock Holding History

Fieldpoint Private Securities’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 		$76K Buy
1,326
+373
+39% +$30.2K 0.02% 408
2022
Q1 		$102K Buy
953
+691
+264% +$79.3K 0.02% 431
2021
Q4 		$40K Buy
+262
New +$59.7K 0.01% 676

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

Fieldpoint Private Securities's DOCU Position: Q2 2022 in Review

Fieldpoint Private Securities increased its DocuSign (DOCU) stake by 39% in Q2 2022, buying an estimated $30.2K and bringing the position to 1,326 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #408.

Fieldpoint Private Securities first reported a position in DOCU in Q4 2021 and has held it in 3 quarters since. The position peaked at $102K in Q1 2022. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Fieldpoint Private Securities held 1,326 shares of DocuSign worth $76K as of Q2 2022.
  • Fieldpoint Private Securities bought 373 DocuSign shares in Q2 2022, an estimated $30.2K.
  • DocuSign made up 0.02% of Fieldpoint Private Securities's portfolio in Q2 2022, its #408 holding.
  • Fieldpoint Private Securities first reported a position in DocuSign in Q4 2021 and has held it in 3 quarters since.
  • Fieldpoint Private Securities's DocuSign position peaked at $102K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.