BWM
DOCU

Birchcreek Wealth Management’s DocuSign DOCU Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-230
Closed -$51K – 158
2020
Q4 		$51K Buy
+230
New +$51.7K 0.05% 214

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Birchcreek Wealth Management's DOCU Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 230 shares — an estimated $51K sold.

Birchcreek Wealth Management first reported a position in DOCU in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 230 DocuSign shares in Q1 2021, an estimated $51K.
  • Birchcreek Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's DocuSign position peaked at $51K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.