Wealth Management Partners’s DocuSign DOCU Stock Holding History

Wealth Management Partners’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	-2,000	Closed	-$307K	–	104
2022 Q1	$307K	Sell	2,000 -1,000	-33%	-$115K	0.22%	85
2021 Q4	$490K	Sell	3,000 -130	-4%	-$29.6K	0.34%	64
2021 Q3	$806K	Sell	3,130 -225	-7%	-$64.8K	0.6%	42
2021 Q2	$938K	Sell	3,355 -260	-7%	-$58.1K	0.65%	44
2021 Q1	$744K	Buy	3,615 +547	+18%	+$127K	0.56%	51
2020 Q4	$721K	Buy	+3,068	New	+$689K	0.56%	47

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealth Management Partners's DOCU Position: Q2 2022 in Review

Wealth Management Partners sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,000 shares — an estimated $307K sold.

Wealth Management Partners first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $938K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Wealth Management Partners reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Wealth Management Partners sold 2,000 DocuSign shares in Q2 2022, an estimated $307K.
Wealth Management Partners first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Wealth Management Partners's DocuSign position peaked at $938K in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Wealth Management Partners's 13F filing for Q2 2022, filed 15 Jul 2022.