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 0.02% 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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

SteelPeak Wealth's DOCU Position: Q2 2022 in Review

SteelPeak Wealth sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,754 shares — an estimated $295K sold.

SteelPeak Wealth first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $1.25M in Q1 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • SteelPeak Wealth reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • SteelPeak Wealth sold 2,754 DocuSign shares in Q2 2022, an estimated $295K.
  • SteelPeak Wealth first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • SteelPeak Wealth's DocuSign position peaked at $1.25M in Q1 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.