M Holdings Securities’s DocuSign DOCU Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-3,599	Closed	-$207K	–	437
2022 Q2	$207K	Sell	3,599 -1,730	-32%	-$140K	0.02%	408
2022 Q1	$571K	Buy	+5,329	New	+$612K	0.04%	274
2021 Q2	–	Sell	-4,373	Closed	-$885K	–	300
2021 Q1	$885K	Buy	+4,373	New	+$1.01M	0.08%	207

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 $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

M Holdings Securities's DOCU Position: Q3 2022 in Review

M Holdings Securities sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 3,599 shares — an estimated $207K sold.

M Holdings Securities first reported a position in DOCU in Q1 2021 and held it in 3 quarters. The position peaked at $885K in Q1 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

M Holdings Securities reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
M Holdings Securities sold 3,599 DocuSign shares in Q3 2022, an estimated $207K.
M Holdings Securities first reported a position in DocuSign in Q1 2021 and held it in 3 quarters.
M Holdings Securities's DocuSign position peaked at $885K in Q1 2021.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on M Holdings Securities's 13F filing for Q3 2022, filed 17 Nov 2022.