SEA
DOCU

Stegent Equity Advisors’s DocuSign DOCU Stock Holding History

Stegent Equity 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
2022
Q2 		– Sell
-3,114
Closed -$334K – 72
2022
Q1 		$334K Sell
3,114
-993
-24% -$114K 0.28% 70
2021
Q4 		$626K Buy
+4,107
New +$936K 0.51% 54

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stegent Equity Advisors's DOCU Position: Q2 2022 in Review

Stegent Equity Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 3,114 shares — an estimated $334K sold.

Stegent Equity Advisors first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $626K in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Stegent Equity Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 3,114 DocuSign shares in Q2 2022, an estimated $334K.
  • Stegent Equity Advisors first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Stegent Equity Advisors's DocuSign position peaked at $626K in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.