Kings Point Capital Management’s DocuSign DOCU Stock Holding History

Kings Point Capital 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 Q1	$15K	Hold	143	–	–	﹤0.01%	534
2021 Q4	$22K	Buy	143 +60	+72%	+$13.7K	﹤0.01%	519
2021 Q3	$21K	Sell	83 -6	-7%	-$1.73K	﹤0.01%	484
2021 Q2	$25K	Buy	89 +6	+7%	+$1.34K	﹤0.01%	433
2021 Q1	$17K	Buy	83 +20	+32%	+$4.64K	﹤0.01%	470
2020 Q4	$14K	Buy	+63	New	+$14.2K	﹤0.01%	459

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kings Point Capital Management's DOCU Position: Q1 2022 in Review

Kings Point Capital Management held its DocuSign (DOCU) position steady in Q1 2022 at 143 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Kings Point Capital Management first reported a position in DOCU in Q4 2020 and has held it in 6 quarters since. The position peaked at $25K in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Kings Point Capital Management held 143 shares of DocuSign worth $15K as of Q1 2022.
Kings Point Capital Management left its DocuSign share count unchanged in Q1 2022.
DocuSign made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #534 holding.
Kings Point Capital Management first reported a position in DocuSign in Q4 2020 and has held it in 6 quarters since.
Kings Point Capital Management's DocuSign position peaked at $25K in Q2 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.