Segment Wealth Management’s DocuSign DOCU Stock Holding History

Segment Wealth Management’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	-8,588	Closed	-$920K	–	229
2022 Q1	$920K	Buy	8,588 +5,189	+153%	+$596K	0.09%	124
2021 Q4	$518K	Sell	3,399 -2,082	-38%	-$475K	0.05%	162
2021 Q3	$1.41M	Hold	5,481	–	–	0.17%	99
2021 Q2	$1.53M	Hold	5,481	–	–	0.18%	98
2021 Q1	$1.11M	Buy	5,481 +430	+9%	+$99.7K	0.15%	104
2020 Q4	$1.12M	Buy	5,051 +95	+2%	+$21.3K	0.16%	98
2020 Q3	$1.07M	Buy	+4,956	New	+$1.03M	0.17%	100

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 $3.38T AUM 44.17% 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

Segment Wealth Management's DOCU Position: Q2 2022 in Review

Segment Wealth Management sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 8,588 shares — an estimated $920K sold.

Segment Wealth Management first reported a position in DOCU in Q3 2020 and held it in 7 quarters. The position peaked at $1.53M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Segment Wealth Management reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Segment Wealth Management sold 8,588 DocuSign shares in Q2 2022, an estimated $920K.
Segment Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 7 quarters.
Segment Wealth Management's DocuSign position peaked at $1.53M in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Segment Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.