Lenox Wealth Advisors’s DocuSign DOCU Stock Holding History

Lenox Wealth Advisors’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	$6K	Buy	59 +49	+490%	+$5.62K	﹤0.01%	543
2021 Q4	$2K	Buy	+10	New	+$2.28K	﹤0.01%	707

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lenox Wealth Advisors's DOCU Position: Q1 2022 in Review

Lenox Wealth Advisors increased its DocuSign (DOCU) stake by 490% in Q1 2022, buying an estimated $5.62K and bringing the position to 59 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Lenox Wealth Advisors first reported a position in DOCU in Q4 2021 and has held it in 2 quarters since. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Lenox Wealth Advisors held 59 shares of DocuSign worth $6K as of Q1 2022.
Lenox Wealth Advisors bought 49 DocuSign shares in Q1 2022, an estimated $5.62K.
DocuSign made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #543 holding.
Lenox Wealth Advisors first reported a position in DocuSign in Q4 2021 and has held it in 2 quarters since.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.