BFS
DOCU

Bard Financial Services’s DocuSign DOCU Stock Holding History

Bard Financial Services’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
-1,825
Closed -$278K – 301
2021
Q4 		$278K Sell
1,825
-275
-13% -$62.7K 0.02% 243
2021
Q3 		$541K Sell
2,100
-150
-7% -$43.2K 0.05% 178
2021
Q2 		$629K Buy
2,250
+25
+1% +$5.59K 0.06% 172
2021
Q1 		$450K Sell
2,225
-50
-2% -$11.6K 0.04% 181
2020
Q4 		$506K Buy
+2,275
New +$511K 0.05% 177

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bard Financial Services's DOCU Position: Q1 2022 in Review

Bard Financial Services sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,825 shares — an estimated $278K sold.

Bard Financial Services first reported a position in DOCU in Q4 2020 and held it in 5 quarters. The position peaked at $629K in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Bard Financial Services reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Bard Financial Services sold 1,825 DocuSign shares in Q1 2022, an estimated $278K.
  • Bard Financial Services first reported a position in DocuSign in Q4 2020 and held it in 5 quarters.
  • Bard Financial Services's DocuSign position peaked at $629K in Q2 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Bard Financial Services's 13F filing for Q1 2022, filed 13 Apr 2022.