VCWA
DOCU

Vanguard Capital Wealth Advisors’s DocuSign DOCU Stock Holding History

Vanguard Capital Wealth 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
-1,950
Closed -$208K – 132
2022
Q1 		$208K Hold
1,950
– – 0.15% 131
2021
Q4 		$297K Buy
+1,950
New +$445K 0.21% 96
2021
Q3 		– Sell
-1,070
Closed -$299K – 160
2021
Q2 		$299K Buy
+1,070
New +$239K 0.23% 102

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

Vanguard Capital Wealth Advisors's DOCU Position: Q2 2022 in Review

Vanguard Capital Wealth Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 1,950 shares — an estimated $208K sold.

Vanguard Capital Wealth Advisors first reported a position in DOCU in Q2 2021 and held it in 3 quarters. The position peaked at $299K in Q2 2021. 790 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Vanguard Capital Wealth Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 1,950 DocuSign shares in Q2 2022, an estimated $208K.
  • Vanguard Capital Wealth Advisors first reported a position in DocuSign in Q2 2021 and held it in 3 quarters.
  • Vanguard Capital Wealth Advisors's DocuSign position peaked at $299K in Q2 2021.
  • 790 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.