Abundance Wealth Counselors’s DocuSign DOCU Stock Holding History

Abundance Wealth Counselors’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
2021 Q2	–	Sell	-300	Closed	-$61K	–	166
2021 Q1	$61K	Buy	+300	New	+$69.6K	0.02%	156

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Abundance Wealth Counselors's DOCU Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 300 shares — an estimated $61K sold.

Abundance Wealth Counselors first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $61K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Abundance Wealth Counselors reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Abundance Wealth Counselors sold 300 DocuSign shares in Q2 2021, an estimated $61K.
Abundance Wealth Counselors first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
Abundance Wealth Counselors's DocuSign position peaked at $61K in Q1 2021.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.