Titus Wealth Management’s DocuSign DOCU Stock Holding History

Titus Wealth Management’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	$325K	Buy	5,666 +1,275	+29%	+$103K	0.16%	103
2022 Q1	$470K	Sell	4,391 -108	-2%	-$12.4K	0.21%	76
2021 Q4	$685K	Buy	4,499 +415	+10%	+$94.6K	0.31%	54
2021 Q3	$1.05M	Buy	4,084 +206	+5%	+$59.4K	0.55%	30
2021 Q2	$1.08M	Sell	3,878 -156	-4%	-$34.9K	0.59%	29
2021 Q1	$817K	Buy	4,034 +190	+5%	+$44.1K	0.48%	36
2020 Q4	$855K	Sell	3,844 -220	-5%	-$49.4K	0.53%	33
2020 Q3	$875K	Buy	4,064 +565	+16%	+$117K	0.62%	29
2020 Q2	$603K	Buy	3,499 +1,265	+57%	+$159K	0.48%	42
2020 Q1	$206K	Buy	+2,234	New	+$180K	0.19%	91

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 $14.5B AUM 5.7% 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 $295B AUM 31.6% 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

Titus Wealth Management's DOCU Position: Q2 2022 in Review

Titus Wealth Management increased its DocuSign (DOCU) stake by 29% in Q2 2022, buying an estimated $103K and bringing the position to 5,666 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #103.

Titus Wealth Management first reported a position in DOCU in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Titus Wealth Management held 5,666 shares of DocuSign worth $325K as of Q2 2022.
Titus Wealth Management bought 1,275 DocuSign shares in Q2 2022, an estimated $103K.
DocuSign made up 0.16% of Titus Wealth Management's portfolio in Q2 2022, its #103 holding.
Titus Wealth Management first reported a position in DocuSign in Q1 2020 and has held it in 10 quarters since.
Titus Wealth Management's DocuSign position peaked at $1.08M in Q2 2021.
790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.