MTWM
DOCU

Masso Torrence Wealth Management’s DocuSign DOCU Stock Holding History

Masso Torrence 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
Q1 		– Sell
-59
Closed -$9K – 150
2021
Q4 		$9K Buy
+59
New +$13.5K 0.01% 269

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Masso Torrence Wealth Management's DOCU Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 59 shares — an estimated $9K sold.

Masso Torrence Wealth Management first reported a position in DOCU in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 59 DocuSign shares in Q1 2022, an estimated $9K.
  • Masso Torrence Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's DocuSign position peaked at $9K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.