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
2021 Q4	–	Sell	-600	Closed	-$154K	–	438
2021 Q3	$154K	Buy	+600	New	+$173K	0.01%	400

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 $11.6B AUM 8.03% 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 $336B AUM 34.66% 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

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.