San Luis Wealth Advisors’s DocuSign DOCU Stock Holding History

San Luis 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 Q2	–	Sell	-63	Closed	-$10K	–	167
2022 Q1	$10K	Buy	+63	New	+$7.23K	﹤0.01%	362

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

San Luis Wealth Advisors's DOCU Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 63 shares — an estimated $10K sold.

San Luis Wealth Advisors first reported a position in DOCU in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

San Luis Wealth Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 63 DocuSign shares in Q2 2022, an estimated $10K.
San Luis Wealth Advisors first reported a position in DocuSign in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's DocuSign position peaked at $10K in Q1 2022.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.