Tower View Wealth Management’s DocuSign DOCU Stock Holding History

Tower View 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 Q1	–	Sell	-8,673	Closed	-$1.32M	–	184
2021 Q4	$1.32M	Buy	8,673 +2,967	+52%	+$676K	0.67%	53
2021 Q3	$1.47M	Sell	5,706 -871	-13%	-$251K	0.81%	47
2021 Q2	$1.84M	Buy	6,577 +47	+0.7%	+$10.5K	0.93%	43
2021 Q1	$1.32M	Buy	6,530 +335	+5%	+$77.7K	0.72%	55
2020 Q4	$1.38M	Buy	6,195 +107	+2%	+$24K	0.78%	51
2020 Q3	$1.31M	Sell	6,088 -1,080	-15%	-$224K	0.85%	47
2020 Q2	$1.23M	Buy	+7,168	New	+$903K	0.9%	46

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tower View Wealth Management's DOCU Position: Q1 2022 in Review

Tower View Wealth Management sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 8,673 shares — an estimated $1.32M sold.

Tower View Wealth Management first reported a position in DOCU in Q2 2020 and held it in 7 quarters. The position peaked at $1.84M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Tower View Wealth Management reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Tower View Wealth Management sold 8,673 DocuSign shares in Q1 2022, an estimated $1.32M.
Tower View Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 7 quarters.
Tower View Wealth Management's DocuSign position peaked at $1.84M in Q2 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Tower View Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.