Fortis Advisors’s DocuSign DOCU Stock Holding History

Fortis 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 Q3	–	Sell	-17	Closed	-$1K	–	250
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	266
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	271
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	243
2021 Q3	$4K	Buy	+17	New	+$4.9K	﹤0.01%	237

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fortis Advisors's DOCU Position: Q3 2022 in Review

Fortis Advisors sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Fortis Advisors first reported a position in DOCU in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Fortis Advisors reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Fortis Advisors sold 17 DocuSign shares in Q3 2022, an estimated $1K.
Fortis Advisors first reported a position in DocuSign in Q3 2021 and held it in 4 quarters.
Fortis Advisors's DocuSign position peaked at $4K in Q3 2021.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.