GLLW
DOCU

Graves Light Lenhart Wealth’s DocuSign DOCU Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-1
Closed – – 281
2022
Q2 		$0 Hold
1
– – ﹤0.01% 630
2022
Q1 		$0 Hold
1
– – ﹤0.01% 694
2021
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 732
2021
Q1 		– Sell
-579
Closed -$129K – 725
2020
Q4 		$129K Buy
+579
New +$130K 0.02% 221

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Graves Light Lenhart Wealth's DOCU Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 1 share.

Graves Light Lenhart Wealth first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $129K in Q4 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1 DocuSign share in Q3 2022.
  • Graves Light Lenhart Wealth first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • Graves Light Lenhart Wealth's DocuSign position peaked at $129K in Q4 2020.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.