FAG
DOCU

Fortitude Advisory Group’s DocuSign DOCU Stock Holding History

Fortitude Advisory Group’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
-836
Closed -$90K – 477
2022
Q1 		$90K Sell
836
-495
-37% -$56.8K 0.05% 367
2021
Q4 		$203K Buy
+1,331
New +$303K 0.1% 196

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fortitude Advisory Group's DOCU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 836 shares — an estimated $90K sold.

Fortitude Advisory Group first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $203K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 836 DocuSign shares in Q2 2022, an estimated $90K.
  • Fortitude Advisory Group first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's DocuSign position peaked at $203K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.