WCA
DOCU

Westover Capital Advisors’s DocuSign DOCU Stock Holding History

Westover Capital 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
-2,197
Closed -$235K – 169
2022
Q1 		$235K Sell
2,197
-178
-7% -$20.4K 0.07% 166
2021
Q4 		$362K Sell
2,375
-229
-9% -$52.2K 0.11% 131
2021
Q3 		$670K Sell
2,604
-152
-6% -$43.8K 0.21% 88
2021
Q2 		$770K Sell
2,756
-441
-14% -$98.6K 0.25% 82
2021
Q1 		$647K Sell
3,197
-869
-21% -$202K 0.22% 87
2020
Q4 		$904K Sell
4,066
-70
-2% -$15.7K 0.33% 71
2020
Q3 		$890K Sell
4,136
-935
-18% -$194K 0.37% 67
2020
Q2 		$873K Buy
5,071
+160
+3% +$20.2K 0.41% 66
2020
Q1 		$454K Buy
+4,911
New +$395K 0.25% 81

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

Westover Capital Advisors's DOCU Position: Q2 2022 in Review

Westover Capital Advisors sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,197 shares — an estimated $235K sold.

Westover Capital Advisors first reported a position in DOCU in Q1 2020 and held it in 9 quarters. The position peaked at $904K in Q4 2020. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • Westover Capital Advisors reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • Westover Capital Advisors sold 2,197 DocuSign shares in Q2 2022, an estimated $235K.
  • Westover Capital Advisors first reported a position in DocuSign in Q1 2020 and held it in 9 quarters.
  • Westover Capital Advisors's DocuSign position peaked at $904K in Q4 2020.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

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