LifePro Asset Management’s DocuSign DOCU Stock Holding History

LifePro Asset 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	-1,899	Closed	-$203K	–	120
2022 Q1	$203K	Buy	1,899 +81	+4%	+$9.3K	0.07%	123
2021 Q4	$277K	Buy	+1,818	New	+$414K	0.08%	105
2021 Q2	–	Sell	-65,706	Closed	-$13.3M	–	91
2021 Q1	$13.3M	Buy	65,706 +7,510	+13%	+$1.74M	4.21%	10
2020 Q4	$12.9M	Buy	58,196 +8,530	+17%	+$1.92M	4.02%	9
2020 Q3	$10.7M	Buy	49,666 +9,832	+25%	+$2.04M	5.47%	6
2020 Q2	$6.86M	Buy	+39,834	New	+$5.02M	5.92%	8

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

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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

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

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

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

LifePro Asset Management's DOCU Position: Q2 2022 in Review

LifePro Asset Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 1,899 shares — an estimated $203K sold.

LifePro Asset Management first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $13.3M in Q1 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

LifePro Asset Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
LifePro Asset Management sold 1,899 DocuSign shares in Q2 2022, an estimated $203K.
LifePro Asset Management first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
LifePro Asset Management's DocuSign position peaked at $13.3M in Q1 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on LifePro Asset Management's 13F filing for Q2 2022, filed 15 Jul 2022.