SW
DOCU

SteelPeak Wealth’s DocuSign DOCU Stock Holding History

SteelPeak Wealth’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
-2,754
Closed -$295K – 423
2022
Q1 		$295K Sell
2,754
-35
-1% -$4.02K 0.02% 354
2021
Q4 		$425K Sell
2,789
-1,946
-41% -$444K 0.03% 285
2021
Q3 		$1.22M Buy
4,735
+653
+16% +$188K 0.08% 147
2021
Q2 		$1.14M Sell
4,082
-2,069
-34% -$463K 0.08% 166
2021
Q1 		$1.25M Buy
6,151
+2,382
+63% +$552K 0.1% 137
2020
Q4 		$838K Buy
3,769
+2,185
+138% +$491K 0.08% 173
2020
Q3 		$341K Sell
1,584
-370
-19% -$76.8K 0.04% 201
2020
Q2 		$336K Buy
+1,954
New +$246K 0.04% 192

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return