PFG Advisors’s DocuSign DOCU Stock Holding History

PFG 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 Q2	–	Sell	-2,031	Closed	-$218K	–	403
2022 Q1	$218K	Sell	2,031 -823	-29%	-$94.5K	0.02%	380
2021 Q4	$435K	Sell	2,854 -470	-14%	-$107K	0.04%	379
2021 Q3	$856K	Buy	3,324 +30	+0.9%	+$8.64K	0.09%	268
2021 Q2	$921K	Buy	3,294 +516	+19%	+$115K	0.11%	245
2021 Q1	$562K	Buy	+2,778	New	+$644K	0.07%	283

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

PFG Advisors's DOCU Position: Q2 2022 in Review

PFG Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,031 shares — an estimated $218K sold.

PFG Advisors first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $921K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

PFG Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
PFG Advisors sold 2,031 DocuSign shares in Q2 2022, an estimated $218K.
PFG Advisors first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
PFG Advisors's DocuSign position peaked at $921K in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on PFG Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.