Bison Wealth’s DocuSign DOCU Stock Holding History

Bison Wealth’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 Q2	–	Sell	-2,150	Closed	-$435K	–	467
2021 Q1	$435K	Buy	2,150 +135	+7%	+$31.3K	0.19%	140
2020 Q4	$448K	Buy	+2,015	New	+$453K	0.21%	117

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Bison Wealth's DOCU Position: Q2 2021 in Review

Bison Wealth sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 2,150 shares — an estimated $435K sold.

Bison Wealth first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $448K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Bison Wealth reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Bison Wealth sold 2,150 DocuSign shares in Q2 2021, an estimated $435K.
Bison Wealth first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
Bison Wealth's DocuSign position peaked at $448K in Q4 2020.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Bison Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.