FSC Wealth Advisors’s DocuSign DOCU Stock Holding History

FSC 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	-190	Closed	-$20K	–	203
2022 Q1	$20K	Hold	190	–	–	0.02%	95
2021 Q4	$29K	Buy	+190	New	+$43.3K	0.02%	92

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FSC Wealth Advisors's DOCU Position: Q2 2022 in Review

FSC Wealth Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 190 shares — an estimated $20K sold.

FSC Wealth Advisors first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $29K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

FSC Wealth Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
FSC Wealth Advisors sold 190 DocuSign shares in Q2 2022, an estimated $20K.
FSC Wealth Advisors first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
FSC Wealth Advisors's DocuSign position peaked at $29K in Q4 2021.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on FSC Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.