Intersect Capital’s DocuSign DOCU Stock Holding History

Intersect Capital’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	$296K	Sell	5,165 -23	-0.4%	-$1.86K	0.09%	238
2022 Q1	$556K	Sell	5,188 -1,892	-27%	-$217K	0.11%	182
2021 Q4	$1.08M	Sell	7,080 -1,185	-14%	-$270K	0.2%	102
2021 Q3	$2.13M	Buy	8,265 +101	+1%	+$29.1K	0.36%	57
2021 Q2	$2.28M	Sell	8,164 -37	-0.5%	-$8.27K	0.4%	51
2021 Q1	$1.66M	Sell	8,201 -347	-4%	-$80.5K	0.34%	62
2020 Q4	$1.9M	Sell	8,548 -764	-8%	-$172K	0.42%	50
2020 Q3	$2M	Buy	9,312 +1,434	+18%	+$298K	0.54%	41
2020 Q2	$1.36M	Buy	7,878 +648	+9%	+$81.7K	0.44%	48
2020 Q1	$668K	Buy	7,230 +84	+1%	+$6.75K	0.27%	65
2019 Q4	$530K	Hold	7,146	–	–	0.18%	91
2019 Q3	$442K	Hold	7,146	–	–	0.17%	99
2019 Q2	$355K	Hold	7,146	–	–	0.14%	118
2019 Q1	$370K	Buy	+7,146	New	+$365K	0.16%	101

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Intersect Capital's DOCU Position: Q2 2022 in Review

Intersect Capital reduced its DocuSign (DOCU) stake by 0.44% in Q2 2022, selling an estimated $1.86K and leaving 5,165 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #238.

Intersect Capital first reported a position in DOCU in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.28M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Intersect Capital held 5,165 shares of DocuSign worth $296K as of Q2 2022.
Intersect Capital sold 23 DocuSign shares in Q2 2022, an estimated $1.86K.
DocuSign made up 0.09% of Intersect Capital's portfolio in Q2 2022, its #238 holding.
Intersect Capital first reported a position in DocuSign in Q1 2019 and has held it in 14 quarters since.
Intersect Capital's DocuSign position peaked at $2.28M in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.