Winch Advisory Services’s DocuSign DOCU Stock Holding History

Winch Advisory Services’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	-100	Closed	-$11K	–	447
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	244
2021 Q4	$15K	Hold	100	–	–	0.01%	238
2021 Q3	$26K	Buy	+100	New	+$28.8K	0.01%	185
2021 Q2	–	Sell	-35	Closed	-$7K	–	492
2021 Q1	$7K	Hold	35	–	–	﹤0.01%	274
2020 Q4	$8K	Sell	35 -37	-51%	-$8.31K	﹤0.01%	248
2020 Q3	$15K	Buy	72 +22	+44%	+$4.57K	0.01%	166
2020 Q2	$9K	Hold	50	–	–	﹤0.01%	205
2020 Q1	$5K	Buy	+50	New	+$4.02K	﹤0.01%	222
2019 Q3	–	Sell	-25	Closed	-$1K	–	373
2019 Q2	$1K	Buy	+25	New	+$1.33K	﹤0.01%	406

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 $3.38T AUM 44.17% 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

Winch Advisory Services's DOCU Position: Q2 2022 in Review

Winch Advisory Services sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 100 shares — an estimated $11K sold.

Winch Advisory Services first reported a position in DOCU in Q2 2019 and held it in 9 quarters. The position peaked at $26K in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Winch Advisory Services reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 100 DocuSign shares in Q2 2022, an estimated $11K.
Winch Advisory Services first reported a position in DocuSign in Q2 2019 and held it in 9 quarters.
Winch Advisory Services's DocuSign position peaked at $26K in Q3 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.