Lake Street Private Wealth’s DocuSign DOCU Stock Holding History

Lake Street Private Wealth’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	–	Sell	-1,711	Closed	-$261K	–	327
2021 Q4	$261K	Buy	+1,711	New	+$390K	0.05%	277

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

Lake Street Private Wealth's DOCU Position: Q1 2022 in Review

Lake Street Private Wealth sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,711 shares — an estimated $261K sold.

Lake Street Private Wealth first reported a position in DOCU in Q4 2021 and held it in 1 quarter. The position peaked at $261K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Lake Street Private Wealth reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Lake Street Private Wealth sold 1,711 DocuSign shares in Q1 2022, an estimated $261K.
Lake Street Private Wealth first reported a position in DocuSign in Q4 2021 and held it in 1 quarter.
Lake Street Private Wealth's DocuSign position peaked at $261K in Q4 2021.
935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.