GW & Wade’s DocuSign DOCU Stock Holding History

GW & Wade’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 Q1	–	Sell	-1,621	Closed	-$247K	–	399
2021 Q4	$247K	Buy	1,621 +18	+1%	+$4.1K	0.01%	356
2021 Q3	$413K	Buy	+1,603	New	+$462K	0.02%	274

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

GW & Wade's DOCU Position: Q1 2022 in Review

GW & Wade sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,621 shares — an estimated $247K sold.

GW & Wade first reported a position in DOCU in Q3 2021 and held it in 2 quarters. The position peaked at $413K in Q3 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

GW & Wade reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
GW & Wade sold 1,621 DocuSign shares in Q1 2022, an estimated $247K.
GW & Wade first reported a position in DocuSign in Q3 2021 and held it in 2 quarters.
GW & Wade's DocuSign position peaked at $413K in Q3 2021.
935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on GW & Wade's 13F filing for Q1 2022, filed 10 May 2022.