Laurel Wealth Advisors (California)’s DocuSign DOCU Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$399K	Sell	7,207 -90	-1%	-$4.38K	0.04%	416
2022 Q3	$390K	Sell	7,297 -433	-6%	-$27.1K	0.04%	405
2022 Q2	$444K	Buy	7,730 +2,037	+36%	+$165K	0.05%	388
2022 Q1	$610K	Sell	5,693 -30	-0.5%	-$3.44K	0.05%	359
2021 Q4	$871K	Buy	+5,723	New	+$1.3M	0.07%	298
2021 Q3	–	Sell	-858	Closed	-$240K	–	458
2021 Q2	$240K	Buy	+858	New	+$192K	0.03%	455

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DOCU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its DocuSign (DOCU) stake by 1.2% in Q4 2022, selling an estimated $4.38K and leaving 7,207 shares worth $399K. The position accounts for 0.04% of the portfolio, ranked #416.

Laurel Wealth Advisors (California) first reported a position in DOCU in Q2 2021 and has held it in 6 quarters since. The position peaked at $871K in Q4 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Laurel Wealth Advisors (California) held 7,207 shares of DocuSign worth $399K as of Q4 2022.
Laurel Wealth Advisors (California) sold 90 DocuSign shares in Q4 2022, an estimated $4.38K.
DocuSign made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #416 holding.
Laurel Wealth Advisors (California) first reported a position in DocuSign in Q2 2021 and has held it in 6 quarters since.
Laurel Wealth Advisors (California)'s DocuSign position peaked at $871K in Q4 2021.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.