CA
DOCU

Calton & Associates’s DocuSign DOCU Stock Holding History

Calton & Associates’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
-934
Closed -$240K – 372
2021
Q3 		$240K Sell
934
-116
-11% -$33.4K 0.05% 337
2021
Q2 		$293K Sell
1,050
-63
-6% -$14.1K 0.06% 303
2021
Q1 		$225K Sell
1,113
-257
-19% -$59.6K 0.04% 354
2020
Q4 		$305K Buy
+1,370
New +$308K 0.05% 261

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

Calton & Associates's DOCU Position: Q4 2021 in Review

Calton & Associates sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 934 shares — an estimated $240K sold.

Calton & Associates first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $305K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Calton & Associates reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 934 DocuSign shares in Q4 2021, an estimated $240K.
  • Calton & Associates first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • Calton & Associates's DocuSign position peaked at $305K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.