WA
DOCU

Wealth Architects’s DocuSign DOCU Stock Holding History

Wealth Architects’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
-2,385
Closed -$255K – 189
2022
Q1 		$255K Buy
2,385
+79
+3% +$9.07K 0.04% 164
2021
Q4 		$351K Buy
2,306
+1,051
+84% +$240K 0.06% 140
2021
Q3 		$323K Buy
1,255
+62
+5% +$17.9K 0.06% 133
2021
Q2 		$334K Sell
1,193
-18
-1% -$4.03K 0.07% 123
2021
Q1 		$245K Buy
1,211
+38
+3% +$8.81K 0.05% 142
2020
Q4 		$261K Sell
1,173
-6
-0.5% -$1.35K 0.06% 126
2020
Q3 		$254K Sell
1,179
-248
-17% -$51.5K 0.07% 121
2020
Q2 		$246K Buy
+1,427
New +$180K 0.07% 120

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 $3.37T AUM 44.26% 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

Wealth Architects's DOCU Position: Q2 2022 in Review

Wealth Architects sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,385 shares — an estimated $255K sold.

Wealth Architects first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $351K in Q4 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Wealth Architects reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Wealth Architects sold 2,385 DocuSign shares in Q2 2022, an estimated $255K.
  • Wealth Architects first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • Wealth Architects's DocuSign position peaked at $351K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Wealth Architects's 13F filing for Q2 2022, filed 29 Jul 2022.