BCA
DOCU

Biltmore Capital Advisors’s DocuSign DOCU Stock Holding History

Biltmore Capital 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
-1,300
Closed -$335K – 164
2021
Q3 		$335K Buy
1,300
+500
+63% +$144K 0.06% 106
2021
Q2 		$224K Buy
+800
New +$179K 0.04% 116

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T. Rowe Price Associates
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Biltmore Capital Advisors's DOCU Position: Q4 2021 in Review

Biltmore Capital Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,300 shares — an estimated $335K sold.

Biltmore Capital Advisors first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $335K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Biltmore Capital Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Biltmore Capital Advisors sold 1,300 DocuSign shares in Q4 2021, an estimated $335K.
  • Biltmore Capital Advisors first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
  • Biltmore Capital Advisors's DocuSign position peaked at $335K in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.