NorthRock Partners’s DocuSign DOCU Stock Holding History

NorthRock Partners’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	-1,962	Closed	-$210K	–	317
2022 Q1	$210K	Sell	1,962 -430	-18%	-$49.4K	0.02%	314
2021 Q4	$364K	Buy	2,392 +673	+39%	+$153K	0.03%	210
2021 Q3	$443K	Buy	1,719 +15	+0.9%	+$4.32K	0.04%	168
2021 Q2	$476K	Hold	1,704	–	–	0.04%	145
2021 Q1	$345K	Buy	1,704 +125	+8%	+$29K	0.03%	154
2020 Q4	$351K	Sell	1,579 -771	-33%	-$173K	0.03%	157
2020 Q3	$506K	Sell	2,350 -19	-0.8%	-$3.94K	0.06%	118
2020 Q2	$408K	Sell	2,369 -22	-0.9%	-$2.77K	0.05%	131
2020 Q1	$221K	Buy	+2,391	New	+$192K	0.03%	175
2019 Q2	–	Sell	-5,000	Closed	-$259K	–	82
2019 Q1	$259K	Hold	5,000	–	–	0.07%	68
2018 Q4	$200K	Buy	+5,000	New	+$210K	0.06%	91

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

NorthRock Partners's DOCU Position: Q2 2022 in Review

NorthRock Partners sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 1,962 shares — an estimated $210K sold.

NorthRock Partners first reported a position in DOCU in Q4 2018 and held it in 11 quarters. The position peaked at $506K in Q3 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

NorthRock Partners reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
NorthRock Partners sold 1,962 DocuSign shares in Q2 2022, an estimated $210K.
NorthRock Partners first reported a position in DocuSign in Q4 2018 and held it in 11 quarters.
NorthRock Partners's DocuSign position peaked at $506K in Q3 2020.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on NorthRock Partners's 13F filing for Q2 2022, filed 4 Aug 2022.