BSW
DOCU

Buckingham Strategic Wealth’s DocuSign DOCU Stock Holding History

Buckingham Strategic 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
Q4 		– Sell
-974
Closed -$251K – 611
2021
Q3 		$251K Sell
974
-2
-0.2% -$576 0.01% 507
2021
Q2 		$273K Buy
+976
New +$218K 0.01% 484
2021
Q1 		– Sell
-1,190
Closed -$265K – 554
2020
Q4 		$265K Buy
1,190
+27
+2% +$6.07K 0.01% 442
2020
Q3 		$250K Buy
+1,163
New +$241K 0.02% 415

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Buckingham Strategic Wealth's DOCU Position: Q4 2021 in Review

Buckingham Strategic Wealth sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 974 shares — an estimated $251K sold.

Buckingham Strategic Wealth first reported a position in DOCU in Q3 2020 and held it in 4 quarters. The position peaked at $273K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Buckingham Strategic Wealth reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 974 DocuSign shares in Q4 2021, an estimated $251K.
  • Buckingham Strategic Wealth first reported a position in DocuSign in Q3 2020 and held it in 4 quarters.
  • Buckingham Strategic Wealth's DocuSign position peaked at $273K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.