Affinity Wealth Management’s DocuSign DOCU Stock Holding History

Affinity Wealth Management’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 Q4	–	Sell	-22,293	Closed	-$5.45M	–	112
2021 Q3	$5.45M	Buy	22,293 +488	+2%	+$141K	1.07%	22
2021 Q2	$6.6M	Buy	21,805 +112	+0.5%	+$25K	1.31%	23
2021 Q1	$4.82M	Sell	21,693 -162	-0.7%	-$37.6K	0.98%	24
2020 Q4	$5.61M	Buy	21,855 +618	+3%	+$139K	1.18%	22
2020 Q3	$4.74M	Sell	21,237 -29	-0.1%	-$6.02K	1.28%	18
2020 Q2	$4.61M	Buy	+21,266	New	+$2.68M	5.82%	3
2020 Q1	–	Sell	-13,269	Closed	-$983K	–	64
2019 Q4	$983K	Buy	+13,269	New	+$912K	0.36%	49

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Affinity Wealth Management's DOCU Position: Q4 2021 in Review

Affinity Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 22,293 shares — an estimated $5.45M sold.

Affinity Wealth Management first reported a position in DOCU in Q4 2019 and held it in 7 quarters. The position peaked at $6.6M in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Affinity Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Affinity Wealth Management sold 22,293 DocuSign shares in Q4 2021, an estimated $5.45M.
Affinity Wealth Management first reported a position in DocuSign in Q4 2019 and held it in 7 quarters.
Affinity Wealth Management's DocuSign position peaked at $6.6M in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Affinity Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.