Granite Bay Wealth Management’s DocuSign DOCU Stock Holding History

Granite Bay Wealth 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
2023 Q2	–	Sell	-4,100	Closed	-$239K	–	51
2023 Q1	$239K	Buy	4,100 +18	+0.4%	+$1.07K	0.17%	64
2022 Q4	$226K	Sell	4,082 -509	-11%	-$24.8K	0.15%	59
2022 Q3	$245K	Buy	4,591 +225	+5%	+$14.1K	0.2%	50
2022 Q2	$251K	Buy	4,366 +329	+8%	+$26.6K	0.19%	49
2022 Q1	$432K	Buy	4,037 +1,355	+51%	+$156K	0.35%	38
2021 Q4	$408K	Buy	+2,682	New	+$611K	0.4%	35

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Granite Bay Wealth Management's DOCU Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 4,100 shares — an estimated $239K sold.

Granite Bay Wealth Management first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $432K in Q1 2022. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

Granite Bay Wealth Management reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 4,100 DocuSign shares in Q2 2023, an estimated $239K.
Granite Bay Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
Granite Bay Wealth Management's DocuSign position peaked at $432K in Q1 2022.
711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.