MW
DOCU

Milestone Wealth’s DocuSign DOCU Stock Holding History

Milestone Wealth’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 		$19K Hold
361
– – 0.02% 149
2022
Q2 		$21K Hold
361
– – 0.02% 141
2022
Q1 		$55K Hold
361
– – 0.04% 124
2021
Q4 		$55K Buy
+361
New +$82.3K 0.04% 124

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Milestone Wealth's DOCU Position: Q3 2022 in Review

Milestone Wealth held its DocuSign (DOCU) position steady in Q3 2022 at 361 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #149.

Milestone Wealth first reported a position in DOCU in Q4 2021 and has held it in 4 quarters since. The position peaked at $55K in Q1 2022. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Milestone Wealth held 361 shares of DocuSign worth $19K as of Q3 2022.
  • Milestone Wealth left its DocuSign share count unchanged in Q3 2022.
  • DocuSign made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #149 holding.
  • Milestone Wealth first reported a position in DocuSign in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's DocuSign position peaked at $55K in Q1 2022.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.