ISWM
DOCU

Independent Solutions Wealth Management’s DocuSign DOCU Stock Holding History

Independent Solutions 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
2022
Q2 		– Sell
-2,652
Closed -$284K – 231
2022
Q1 		$284K Buy
2,652
+368
+16% +$42.2K 0.07% 178
2021
Q4 		$348K Buy
+2,284
New +$521K 0.08% 168

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Independent Solutions Wealth Management's DOCU Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,652 shares — an estimated $284K sold.

Independent Solutions Wealth Management first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $348K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Independent Solutions Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 2,652 DocuSign shares in Q2 2022, an estimated $284K.
  • Independent Solutions Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Independent Solutions Wealth Management's DocuSign position peaked at $348K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.