WFA
DOCU

Wipfli Financial Advisors’s DocuSign DOCU Stock Holding History

Wipfli Financial 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
Q3 		$86K Buy
+1,607
New +$101K 0.01% 794

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wipfli Financial Advisors's DOCU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in DocuSign (DOCU) in Q3 2022: 1,607 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Wipfli Financial Advisors held 1,607 shares of DocuSign worth $86K as of Q3 2022.
  • DocuSign was a new Wipfli Financial Advisors position in Q3 2022.
  • DocuSign made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #794 holding.
  • 737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.