AmeriServ Wealth Advisors’s DocuSign DOCU Stock Holding History

AmeriServ Wealth 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
2021 Q4	–	Sell	-1,000	Closed	-$257K	–	64
2021 Q3	$257K	Hold	1,000	–	–	0.2%	55
2021 Q2	$280K	Hold	1,000	–	–	0.22%	53
2021 Q1	$202K	Hold	1,000	–	–	0.17%	65
2020 Q4	$222K	Buy	+1,000	New	+$225K	0.22%	63

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

AmeriServ Wealth Advisors's DOCU Position: Q4 2021 in Review

AmeriServ Wealth Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,000 shares — an estimated $257K sold.

AmeriServ Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $280K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

AmeriServ Wealth Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
AmeriServ Wealth Advisors sold 1,000 DocuSign shares in Q4 2021, an estimated $257K.
AmeriServ Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
AmeriServ Wealth Advisors's DocuSign position peaked at $280K in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on AmeriServ Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.