MBM Wealth Consultants’s DocuSign DOCU Stock Holding History

MBM Wealth Consultants’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	-10	Closed	-$1K	–	284
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	295
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	269
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	259
2021 Q2	$3K	Hold	10	–	–	﹤0.01%	242
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	237
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	214
2020 Q3	$2K	Buy	+10	New	+$2.08K	﹤0.01%	205
2019 Q1	–	Sell	-19,048	Closed	-$763K	–	221
2018 Q4	$763K	Buy	+19,048	New	+$800K	0.74%	36

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

MBM Wealth Consultants's DOCU Position: Q2 2022 in Review

MBM Wealth Consultants sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in DOCU in Q4 2018 and held it in 8 quarters. The position peaked at $763K in Q4 2018. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

MBM Wealth Consultants reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
MBM Wealth Consultants sold 10 DocuSign shares in Q2 2022, an estimated $1K.
MBM Wealth Consultants first reported a position in DocuSign in Q4 2018 and held it in 8 quarters.
MBM Wealth Consultants's DocuSign position peaked at $763K in Q4 2018.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.