MWM
DOCU

Mascoma Wealth Management’s DocuSign DOCU Stock Holding History

Mascoma Wealth 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
-400
Closed -$43K – 612
2022
Q1 		$43K Hold
400
– – 0.01% 283
2021
Q4 		$61K Hold
400
– – 0.02% 204
2021
Q3 		$103K Buy
+400
New +$115K 0.04% 152
2021
Q2 		– Sell
-600
Closed -$121K – 192
2021
Q1 		$121K Buy
+600
New +$139K 0.05% 137

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Mascoma Wealth Management's DOCU Position: Q2 2022 in Review

Mascoma Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 400 shares — an estimated $43K sold.

Mascoma Wealth Management first reported a position in DOCU in Q1 2021 and held it in 4 quarters. The position peaked at $121K in Q1 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Mascoma Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 400 DocuSign shares in Q2 2022, an estimated $43K.
  • Mascoma Wealth Management first reported a position in DocuSign in Q1 2021 and held it in 4 quarters.
  • Mascoma Wealth Management's DocuSign position peaked at $121K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.