Precision Wealth Strategies’s DocuSign DOCU Stock Holding History

Precision Wealth Strategies’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	–	Sell	-6,185	Closed	-$382K	–	134
2022 Q2	$382K	Buy	6,185 +1,510	+32%	+$122K	0.3%	75
2022 Q1	$501K	Buy	4,675 +1,850	+65%	+$212K	0.3%	70
2021 Q4	$430K	Buy	2,825 +1,272	+82%	+$290K	0.31%	94
2021 Q3	$400K	Sell	1,553 -51	-3%	-$14.7K	0.31%	77
2021 Q2	$448K	Sell	1,604 -4	-0.2%	-$894	0.39%	44
2021 Q1	$326K	Sell	1,608 -12	-0.7%	-$2.78K	0.31%	50
2020 Q4	$360K	Buy	+1,620	New	+$364K	0.39%	34

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Precision Wealth Strategies's DOCU Position: Q3 2022 in Review

Precision Wealth Strategies sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 6,185 shares — an estimated $382K sold.

Precision Wealth Strategies first reported a position in DOCU in Q4 2020 and held it in 7 quarters. The position peaked at $501K in Q1 2022. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Precision Wealth Strategies reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Precision Wealth Strategies sold 6,185 DocuSign shares in Q3 2022, an estimated $382K.
Precision Wealth Strategies first reported a position in DocuSign in Q4 2020 and held it in 7 quarters.
Precision Wealth Strategies's DocuSign position peaked at $501K in Q1 2022.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.