TFO
DOCU

Tarbox Family Office’s DocuSign DOCU Stock Holding History

Tarbox Family Office’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
-10
Closed -$1K – 359
2022
Q1 		$1K Sell
10
-9
-47% -$1.03K ﹤0.01% 935
2021
Q4 		$3K Hold
19
– – ﹤0.01% 769
2021
Q3 		$5K Hold
19
– – ﹤0.01% 627
2021
Q2 		$5K Hold
19
– – ﹤0.01% 628
2021
Q1 		$4K Sell
19
-15
-44% -$3.48K ﹤0.01% 625
2020
Q4 		$8K Buy
34
+15
+79% +$3.37K ﹤0.01% 433
2020
Q3 		$4K Buy
19
+9
+90% +$1.87K ﹤0.01% 521
2020
Q2 		$2K Hold
10
– – ﹤0.01% 738
2020
Q1 		$1K Buy
+10
New +$804 ﹤0.01% 837

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 $3.37T AUM 44.26% 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

Tarbox Family Office's DOCU Position: Q2 2022 in Review

Tarbox Family Office sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in DOCU in Q1 2020 and held it in 9 quarters. The position peaked at $8K in Q4 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Tarbox Family Office reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 10 DocuSign shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in DocuSign in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's DocuSign position peaked at $8K in Q4 2020.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.