VWA
DOCU

Visionary Wealth Advisors’s DocuSign DOCU Stock Holding History

Visionary 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
-3,380
Closed -$362K – 446
2022
Q1 		$362K Buy
3,380
+1,248
+59% +$143K 0.03% 300
2021
Q4 		$325K Buy
2,132
+1,225
+135% +$279K 0.03% 284
2021
Q3 		$233K Sell
907
-30
-3% -$8.64K 0.02% 278
2021
Q2 		$262K Sell
937
-74
-7% -$16.5K 0.03% 286
2021
Q1 		$205K Buy
+1,011
New +$234K 0.02% 306

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 $3.38T AUM 44.17% 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

Visionary Wealth Advisors's DOCU Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 3,380 shares — an estimated $362K sold.

Visionary Wealth Advisors first reported a position in DOCU in Q1 2021 and held it in 5 quarters. The position peaked at $362K in Q1 2022. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Visionary Wealth Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 3,380 DocuSign shares in Q2 2022, an estimated $362K.
  • Visionary Wealth Advisors first reported a position in DocuSign in Q1 2021 and held it in 5 quarters.
  • Visionary Wealth Advisors's DocuSign position peaked at $362K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.