Balasa Dinverno & Foltz’s DocuSign DOCU Stock Holding History

Balasa Dinverno & Foltz’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	-1,259	Closed	-$324K	–	346
2021 Q3	$324K	Sell	1,259 -19	-1%	-$5.47K	0.02%	246
2021 Q2	$357K	Sell	1,278 -1,450	-53%	-$324K	0.03%	238
2021 Q1	$552K	Sell	2,728 -577	-17%	-$134K	0.04%	171
2020 Q4	$735K	Sell	3,305 -850	-20%	-$191K	0.06%	132
2020 Q3	$894K	Buy	4,155 +2,907	+233%	+$603K	0.08%	103
2020 Q2	$215K	Buy	+1,248	New	+$157K	0.02%	216

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

Balasa Dinverno & Foltz's DOCU Position: Q4 2021 in Review

Balasa Dinverno & Foltz sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,259 shares — an estimated $324K sold.

Balasa Dinverno & Foltz first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $894K in Q3 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Balasa Dinverno & Foltz reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Balasa Dinverno & Foltz sold 1,259 DocuSign shares in Q4 2021, an estimated $324K.
Balasa Dinverno & Foltz first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
Balasa Dinverno & Foltz's DocuSign position peaked at $894K in Q3 2020.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q4 2021, filed 26 Jan 2022.