KMWM
DOCU

Keudell/Morrison Wealth Management’s DocuSign DOCU Stock Holding History

Keudell/Morrison 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
-2,273
Closed -$243K – 174
2022
Q1 		$243K Buy
+2,273
New +$261K 0.1% 158

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

Keudell/Morrison Wealth Management's DOCU Position: Q2 2022 in Review

Keudell/Morrison Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,273 shares — an estimated $243K sold.

Keudell/Morrison Wealth Management first reported a position in DOCU in Q1 2022 and held it in 1 quarter. The position peaked at $243K in Q1 2022. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Keudell/Morrison Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,273 DocuSign shares in Q2 2022, an estimated $243K.
  • Keudell/Morrison Wealth Management first reported a position in DocuSign in Q1 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's DocuSign position peaked at $243K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.