SA
DOCU

Strategic Advisors’s DocuSign DOCU Stock Holding History

Strategic 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
-1,873
Closed -$200K – 192
2022
Q1 		$200K Sell
1,873
-34,496
-95% -$3.96M 0.03% 188
2021
Q4 		$5.54M Buy
36,369
+29,936
+465% +$6.83M 0.79% 39
2021
Q3 		$1.66M Buy
+6,433
New +$1.85M 0.36% 70

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

Strategic Advisors's DOCU Position: Q2 2022 in Review

Strategic Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 1,873 shares — an estimated $200K sold.

Strategic Advisors first reported a position in DOCU in Q3 2021 and held it in 3 quarters. The position peaked at $5.54M in Q4 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Strategic Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Strategic Advisors sold 1,873 DocuSign shares in Q2 2022, an estimated $200K.
  • Strategic Advisors first reported a position in DocuSign in Q3 2021 and held it in 3 quarters.
  • Strategic Advisors's DocuSign position peaked at $5.54M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Strategic Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.