YWP
DOCU

YorkBridge Wealth Partners’s DocuSign DOCU Stock Holding History

YorkBridge Wealth 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
Q4 		$2.19M Sell
39,502
-4,064
-9% -$198K 0.56% 51
2022
Q3 		$2.33M Buy
43,566
+1,153
+3% +$72.3K 0.6% 43
2022
Q2 		$2.43M Buy
42,413
+3,561
+9% +$288K 0.64% 40
2022
Q1 		$4.16M Buy
38,852
+34,241
+743% +$3.93M 0.91% 25
2021
Q4 		$702K Buy
+4,611
New +$1.05M 0.16% 110

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

YorkBridge Wealth Partners's DOCU Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its DocuSign (DOCU) stake by 9.3% in Q4 2022, selling an estimated $198K and leaving 39,502 shares worth $2.19M. The position accounts for 0.56% of the portfolio, ranked #51.

YorkBridge Wealth Partners first reported a position in DOCU in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.16M in Q1 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • YorkBridge Wealth Partners held 39,502 shares of DocuSign worth $2.19M as of Q4 2022.
  • YorkBridge Wealth Partners sold 4,064 DocuSign shares in Q4 2022, an estimated $198K.
  • DocuSign made up 0.56% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #51 holding.
  • YorkBridge Wealth Partners first reported a position in DocuSign in Q4 2021 and has held it in 5 quarters since.
  • YorkBridge Wealth Partners's DocuSign position peaked at $4.16M in Q1 2022.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.