AFP
DOCU

Ausdal Financial Partners’s DocuSign DOCU Stock Holding History

Ausdal Financial Partners’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
-885
Closed -$228K – 495
2021
Q3 		$228K Sell
885
-98
-10% -$28.2K 0.03% 410
2021
Q2 		$275K Sell
983
-459
-32% -$103K 0.04% 366
2021
Q1 		$292K Sell
1,442
-136
-9% -$31.5K 0.05% 342
2020
Q4 		$351K Buy
1,578
+403
+34% +$90.5K 0.07% 279
2020
Q3 		$253K Buy
+1,175
New +$244K 0.06% 290

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

Ausdal Financial Partners's DOCU Position: Q4 2021 in Review

Ausdal Financial Partners sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 885 shares — an estimated $228K sold.

Ausdal Financial Partners first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $351K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Ausdal Financial Partners reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Ausdal Financial Partners sold 885 DocuSign shares in Q4 2021, an estimated $228K.
  • Ausdal Financial Partners first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
  • Ausdal Financial Partners's DocuSign position peaked at $351K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Ausdal Financial Partners's 13F filing for Q4 2021, filed 8 Feb 2022.