RWA
DOCU

Roberts Wealth Advisors’s DocuSign DOCU Stock Holding History

Roberts Wealth 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
Q4 		– Sell
-13,439
Closed -$693K – 87
2022
Q3 		$693K Buy
13,439
+1,065
+9% +$66.8K 0.34% 65
2022
Q2 		$822K Buy
12,374
+709
+6% +$57.4K 0.36% 65
2022
Q1 		$1.27M Buy
11,665
+1,219
+12% +$140K 0.5% 57
2021
Q4 		$1.64M Buy
10,446
+209
+2% +$47.6K 0.59% 49
2021
Q3 		$2.63M Buy
+10,237
New +$2.95M 1.04% 33

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Roberts Wealth Advisors's DOCU Position: Q4 2022 in Review

Roberts Wealth Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 13,439 shares — an estimated $693K sold.

Roberts Wealth Advisors first reported a position in DOCU in Q3 2021 and held it in 5 quarters. The position peaked at $2.63M in Q3 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Roberts Wealth Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 13,439 DocuSign shares in Q4 2022, an estimated $693K.
  • Roberts Wealth Advisors first reported a position in DocuSign in Q3 2021 and held it in 5 quarters.
  • Roberts Wealth Advisors's DocuSign position peaked at $2.63M in Q3 2021.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Roberts Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.