PA
DOCU

Paragon Advisors’s DocuSign DOCU Stock Holding History

Paragon Advisors’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
-3,089
Closed -$470K – 75
2021
Q4 		$470K Sell
3,089
-3,016
-49% -$688K 0.23% 55
2021
Q3 		$1.57M Buy
6,105
+646
+12% +$186K 0.76% 41
2021
Q2 		$1.53M Sell
5,459
-1,030
-16% -$230K 0.72% 45
2021
Q1 		$1.31M Buy
6,489
+155
+2% +$35.9K 0.72% 42
2020
Q4 		$1.41M Sell
6,334
-888
-12% -$199K 0.76% 29
2020
Q3 		$1.55M Buy
7,222
+1,197
+20% +$248K 1.04% 15
2020
Q2 		$1.04M Buy
6,025
+1,798
+43% +$227K 0.84% 22
2020
Q1 		$391K Buy
+4,227
New +$340K 0.52% 39

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 $3.37T AUM 44.26% 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

Paragon Advisors's DOCU Position: Q1 2022 in Review

Paragon Advisors sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 3,089 shares — an estimated $470K sold.

Paragon Advisors first reported a position in DOCU in Q1 2020 and held it in 8 quarters. The position peaked at $1.57M in Q3 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Paragon Advisors reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Paragon Advisors sold 3,089 DocuSign shares in Q1 2022, an estimated $470K.
  • Paragon Advisors first reported a position in DocuSign in Q1 2020 and held it in 8 quarters.
  • Paragon Advisors's DocuSign position peaked at $1.57M in Q3 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Paragon Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.