Herold Advisors’s DocuSign DOCU Stock Holding History

Herold 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	-200	Closed	-$21.4K	–	299
2022 Q1	$21.4K	Buy	+200	New	+$23K	0.01%	500
2021 Q4	–	Sell	-200	Closed	-$51K	–	300
2021 Q3	$51K	Buy	+200	New	+$57.6K	0.02%	372

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

Herold Advisors's DOCU Position: Q2 2022 in Review

Herold Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 200 shares — an estimated $21.4K sold.

Herold Advisors first reported a position in DOCU in Q3 2021 and held it in 2 quarters. The position peaked at $51K in Q3 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Herold Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 DocuSign shares in Q2 2022, an estimated $21.4K.
Herold Advisors first reported a position in DocuSign in Q3 2021 and held it in 2 quarters.
Herold Advisors's DocuSign position peaked at $51K in Q3 2021.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

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