FMWA
DOCU

Forvis Mazars Wealth Advisors’s DocuSign DOCU Stock Holding History

Forvis Mazars Wealth 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
-2,039
Closed -$218K – 388
2022
Q1 		$218K Buy
+2,039
New +$234K 0.01% 285

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

Forvis Mazars Wealth Advisors's DOCU Position: Q2 2022 in Review

Forvis Mazars Wealth Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,039 shares — an estimated $218K sold.

Forvis Mazars Wealth Advisors first reported a position in DOCU in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Forvis Mazars Wealth Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,039 DocuSign shares in Q2 2022, an estimated $218K.
  • Forvis Mazars Wealth Advisors first reported a position in DocuSign in Q1 2022 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's DocuSign position peaked at $218K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.