Trivium Point Advisory’s DocuSign DOCU Stock Holding History

Trivium Point Advisory’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	-1,637	Closed	-$249K	–	234
2021 Q4	$249K	Sell	1,637 -21	-1%	-$4.79K	0.05%	210
2021 Q3	$444K	Buy	1,658 +150	+10%	+$43.2K	0.11%	159
2021 Q2	$422K	Buy	1,508 +300	+25%	+$67.1K	0.11%	161
2021 Q1	$245K	Buy	+1,208	New	+$280K	0.07%	178

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 $3.38T AUM 44.17% 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

Trivium Point Advisory's DOCU Position: Q1 2022 in Review

Trivium Point Advisory sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,637 shares — an estimated $249K sold.

Trivium Point Advisory first reported a position in DOCU in Q1 2021 and held it in 4 quarters. The position peaked at $444K in Q3 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Trivium Point Advisory reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Trivium Point Advisory sold 1,637 DocuSign shares in Q1 2022, an estimated $249K.
Trivium Point Advisory first reported a position in DocuSign in Q1 2021 and held it in 4 quarters.
Trivium Point Advisory's DocuSign position peaked at $444K in Q3 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Trivium Point Advisory's 13F filing for Q1 2022, filed 16 May 2022.