FCM
DOCU

Fortis Capital Management’s DocuSign DOCU Stock Holding History

Fortis Capital 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
Q2 		– Sell
-2,374
Closed -$254K – 86
2022
Q1 		$254K Buy
+2,374
New +$272K 0.13% 70
2021
Q1 		– Sell
-8,741
Closed -$1.94M – 114
2020
Q4 		$1.94M Buy
+8,741
New +$1.96M 1.48% 37

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 $3.38T AUM 44.17% 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

Fortis Capital Management's DOCU Position: Q2 2022 in Review

Fortis Capital Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,374 shares — an estimated $254K sold.

Fortis Capital Management first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $1.94M in Q4 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Fortis Capital Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Fortis Capital Management sold 2,374 DocuSign shares in Q2 2022, an estimated $254K.
  • Fortis Capital Management first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
  • Fortis Capital Management's DocuSign position peaked at $1.94M in Q4 2020.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Fortis Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.