AFG
DOCU

Albion Financial Group’s DocuSign DOCU Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-39
Closed -$6K – 607
2021
Q4 		$6K Sell
39
-50
-56% -$11.4K ﹤0.01% 437
2021
Q3 		$23K Buy
89
+20
+29% +$5.76K ﹤0.01% 314
2021
Q2 		$19K Buy
+69
New +$15.4K ﹤0.01% 332
2020
Q4 		$9K Buy
+39
New +$8.76K ﹤0.01% 355

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Albion Financial Group's DOCU Position: Q1 2022 in Review

Albion Financial Group sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 39 shares — an estimated $6K sold.

Albion Financial Group first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q3 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Albion Financial Group reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 39 DocuSign shares in Q1 2022, an estimated $6K.
  • Albion Financial Group first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • Albion Financial Group's DocuSign position peaked at $23K in Q3 2021.
  • 935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.