JPLA
DOCU

Joseph P. Lucia & Associates’s DocuSign DOCU Stock Holding History

Joseph P. Lucia & Associates’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
-55
Closed -$3K – 186
2022
Q2 		$3K Hold
55
– – ﹤0.01% 370
2022
Q1 		$6K Buy
+55
New +$6.31K ﹤0.01% 349
2021
Q4 		– Sell
-100
Closed -$26K – 229
2021
Q3 		$26K Hold
100
– – 0.02% 276
2021
Q2 		$28K Sell
100
-75
-43% -$16.8K 0.02% 274
2021
Q1 		$35K Sell
175
-3
-2% -$696 0.02% 232
2020
Q4 		$40K Buy
+178
New +$40K 0.03% 196

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

Joseph P. Lucia & Associates's DOCU Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 55 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $40K in Q4 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 55 DocuSign shares in Q3 2022, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's DocuSign position peaked at $40K in Q4 2020.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.