APWA
DOCU

Atlas Private Wealth Advisors’s DocuSign DOCU Stock Holding History

Atlas Private 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
-50
Closed -$13K – 300
2021
Q3 		$13K Hold
50
– – 0.01% 427
2021
Q2 		$14K Buy
50
+25
+100% +$5.59K 0.01% 413
2021
Q1 		$5K Sell
25
-62
-71% -$14.4K ﹤0.01% 604
2020
Q4 		$19K Hold
87
– – 0.01% 336
2020
Q3 		$19K Buy
87
+25
+40% +$5.19K 0.02% 312
2020
Q2 		$11K Buy
+62
New +$7.81K 0.01% 393

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Atlas Private Wealth Advisors's DOCU Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 50 shares — an estimated $13K sold.

Atlas Private Wealth Advisors first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $19K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 50 DocuSign shares in Q4 2021, an estimated $13K.
  • Atlas Private Wealth Advisors first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's DocuSign position peaked at $19K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.