WA
DOCU

Wealth Alliance’s DocuSign DOCU Stock Holding History

Wealth Alliance’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
-1,544
Closed -$236K – 451
2021
Q4 		$236K Buy
1,544
+467
+43% +$106K 0.05% 384
2021
Q3 		$277K Buy
1,077
+96
+10% +$27.7K 0.06% 334
2021
Q2 		$274K Sell
981
-115
-10% -$25.7K 0.06% 347
2021
Q1 		$222K Sell
1,096
-851
-44% -$197K 0.06% 360
2020
Q4 		$433K Buy
1,947
+200
+11% +$44.9K 0.13% 193
2020
Q3 		$376K Sell
1,747
-868
-33% -$180K 0.14% 182
2020
Q2 		$450K Sell
2,615
-270
-9% -$34K 0.18% 140
2020
Q1 		$267K Buy
+2,885
New +$232K 0.14% 176

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealth Alliance's DOCU Position: Q1 2022 in Review

Wealth Alliance sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,544 shares — an estimated $236K sold.

Wealth Alliance first reported a position in DOCU in Q1 2020 and held it in 8 quarters. The position peaked at $450K in Q2 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Wealth Alliance reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance sold 1,544 DocuSign shares in Q1 2022, an estimated $236K.
  • Wealth Alliance first reported a position in DocuSign in Q1 2020 and held it in 8 quarters.
  • Wealth Alliance's DocuSign position peaked at $450K in Q2 2020.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Wealth Alliance's 13F filing for Q1 2022, filed 10 May 2022.