SWA
DOCU

SOA Wealth Advisors’s DocuSign DOCU Stock Holding History

SOA 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
2023
Q2 		– Sell
-36
Closed -$2.1K – 951
2023
Q1 		$2.1K Hold
36
– – ﹤0.01% 724
2022
Q4 		$2K Hold
36
– – ﹤0.01% 737
2022
Q3 		$1K Hold
36
– – ﹤0.01% 758
2022
Q2 		$2K Sell
36
-386
-91% -$31.3K ﹤0.01% 692
2022
Q1 		$45K Buy
422
+386
+1,072% +$44.3K 0.01% 325
2021
Q4 		$5K Sell
36
-500
-93% -$114K ﹤0.01% 655
2021
Q3 		$137K Buy
536
+36
+7% +$10.4K 0.04% 193
2021
Q2 		$139K Hold
500
– – 0.04% 190
2021
Q1 		$101K Hold
500
– – 0.03% 191
2020
Q4 		$127K Buy
+500
New +$112K 0.03% 171

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SOA Wealth Advisors's DOCU Position: Q2 2023 in Review

SOA Wealth Advisors sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 36 shares — an estimated $2.1K sold.

SOA Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 10 quarters. The position peaked at $139K in Q2 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • SOA Wealth Advisors reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 36 DocuSign shares in Q2 2023, an estimated $2.1K.
  • SOA Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's DocuSign position peaked at $139K in Q2 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.