First Foundation Advisors’s DocuSign DOCU Stock Holding History

First Foundation 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 Q2	–	Sell	-4,173	Closed	-$447K	–	412
2022 Q1	$447K	Sell	4,173 -879	-17%	-$101K	0.02%	273
2021 Q4	$769K	Buy	5,052 +755	+18%	+$172K	0.03%	222
2021 Q3	$1.11M	Buy	4,297 +192	+5%	+$55.3K	0.04%	188
2021 Q2	$1.15M	Sell	4,105 -118	-3%	-$26.4K	0.04%	201
2021 Q1	$855K	Buy	4,223 +55	+1%	+$12.8K	0.04%	220
2020 Q4	$927K	Buy	4,168 +1,123	+37%	+$252K	0.04%	197
2020 Q3	$655K	Sell	3,045 -434	-12%	-$90.1K	0.03%	214
2020 Q2	$599K	Sell	3,479 -822	-19%	-$104K	0.03%	212
2020 Q1	$397K	Buy	4,301 +554	+15%	+$44.6K	0.02%	248
2019 Q4	$278K	Hold	3,747	–	–	0.01%	301
2019 Q3	$232K	Buy	+3,747	New	+$196K	0.01%	322
2019 Q1	–	Sell	-11,521	Closed	-$462K	–	342
2018 Q4	$462K	Buy	+11,521	New	+$484K	0.03%	268

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Foundation Advisors's DOCU Position: Q2 2022 in Review

First Foundation Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 4,173 shares — an estimated $447K sold.

First Foundation Advisors first reported a position in DOCU in Q4 2018 and held it in 12 quarters. The position peaked at $1.15M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

First Foundation Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 4,173 DocuSign shares in Q2 2022, an estimated $447K.
First Foundation Advisors first reported a position in DocuSign in Q4 2018 and held it in 12 quarters.
First Foundation Advisors's DocuSign position peaked at $1.15M in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.