RIA
DOCU

Realta Investment Advisors’s DocuSign DOCU Stock Holding History

Realta Investment 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
-2,221
Closed -$238K – 401
2022
Q1 		$238K Sell
2,221
-455
-17% -$52.2K 0.05% 344
2021
Q4 		$408K Buy
2,676
+473
+21% +$108K 0.09% 251
2021
Q3 		$567K Sell
2,203
-1,570
-42% -$452K 0.13% 184
2021
Q2 		$1.05M Sell
3,773
-1,295
-26% -$290K 0.25% 100
2021
Q1 		$1.03M Sell
5,068
-1,274
-20% -$295K 0.27% 97
2020
Q4 		$1.41M Buy
6,342
+627
+11% +$141K 0.4% 54
2020
Q3 		$1.23M Buy
+5,715
New +$1.19M 0.41% 51

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Realta Investment Advisors's DOCU Position: Q2 2022 in Review

Realta Investment Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,221 shares — an estimated $238K sold.

Realta Investment Advisors first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $1.41M in Q4 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Realta Investment Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 2,221 DocuSign shares in Q2 2022, an estimated $238K.
  • Realta Investment Advisors first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
  • Realta Investment Advisors's DocuSign position peaked at $1.41M in Q4 2020.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.