Mariner Independent Advisor Network’s DocuSign DOCU Stock Holding History

Mariner Independent Advisor Network’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	$610K	Buy	11,411 +555	+5%	+$34.8K	0.03%	442
2022 Q2	$723K	Buy	+10,856	New	+$879K	0.03%	421
2021 Q3	–	Sell	-18,226	Closed	-$5.09M	–	487
2021 Q2	$5.09M	Buy	18,226 +680	+4%	+$152K	0.23%	109
2021 Q1	$3.55M	Buy	17,546 +715	+4%	+$166K	0.19%	131
2020 Q4	$3.74M	Sell	16,831 -2,356	-12%	-$529K	0.2%	123
2020 Q3	$4.13M	Buy	+19,187	New	+$3.98M	0.34%	73

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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Goldman Sachs New York $871B AUM 31.28% 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

Mariner Independent Advisor Network's DOCU Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its DocuSign (DOCU) stake by 5.1% in Q3 2022, buying an estimated $34.8K and bringing the position to 11,411 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #442.

Mariner Independent Advisor Network first reported a position in DOCU in Q3 2020 and has held it in 6 quarters since. The position peaked at $5.09M in Q2 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Mariner Independent Advisor Network held 11,411 shares of DocuSign worth $610K as of Q3 2022.
Mariner Independent Advisor Network bought 555 DocuSign shares in Q3 2022, an estimated $34.8K.
DocuSign made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #442 holding.
Mariner Independent Advisor Network first reported a position in DocuSign in Q3 2020 and has held it in 6 quarters since.
Mariner Independent Advisor Network's DocuSign position peaked at $5.09M in Q2 2021.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.