PWSG
DOCU

Pacific Wealth Strategies Group’s DocuSign DOCU Stock Holding History

Pacific Wealth Strategies Group’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
-9,782
Closed -$1.49M – 79
2021
Q4 		$1.49M Sell
9,782
-609
-6% -$139K 0.52% 43
2021
Q3 		$2.67M Buy
10,391
+88
+0.9% +$25.4K 0.99% 33
2021
Q2 		$2.88M Sell
10,303
-6
-0.1% -$1.34K 1.1% 33
2021
Q1 		$2.09M Buy
10,309
+1,028
+11% +$238K 0.88% 38
2020
Q4 		$2.27M Buy
9,281
+4,632
+100% +$1.04M 0.98% 34
2020
Q3 		$1M Buy
+4,649
New +$965K 0.53% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pacific Wealth Strategies Group's DOCU Position: Q1 2022 in Review

Pacific Wealth Strategies Group sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 9,782 shares — an estimated $1.49M sold.

Pacific Wealth Strategies Group first reported a position in DOCU in Q3 2020 and held it in 6 quarters. The position peaked at $2.88M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Pacific Wealth Strategies Group reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 9,782 DocuSign shares in Q1 2022, an estimated $1.49M.
  • Pacific Wealth Strategies Group first reported a position in DocuSign in Q3 2020 and held it in 6 quarters.
  • Pacific Wealth Strategies Group's DocuSign position peaked at $2.88M in Q2 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2022, filed 25 Apr 2022.