Carroll Financial Associates’s DocuSign DOCU Stock Holding History

Carroll Financial 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	$7K	Sell	46 -20	-30%	-$4.56K	﹤0.01%	1251
2021 Q3	$16K	Sell	66 -871	-93%	-$251K	﹤0.01%	1050
2021 Q2	$261K	Buy	937 +917	+4,585%	+$205K	0.01%	360
2021 Q1	$4K	Buy	+20	New	+$4.64K	﹤0.01%	1401
2020 Q4	–	Sell	-764	Closed	-$164K	–	1552
2020 Q3	$164K	Sell	764 -19	-2%	-$3.94K	0.01%	373
2020 Q2	$134K	Buy	+783	New	+$98.7K	0.01%	408

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 $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Carroll Financial Associates's DOCU Position: Q4 2021 in Review

Carroll Financial Associates reduced its DocuSign (DOCU) stake by 30% in Q4 2021, selling an estimated $4.56K and leaving 46 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Carroll Financial Associates first reported a position in DOCU in Q2 2020 and has held it in 6 quarters since. The position peaked at $261K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Carroll Financial Associates held 46 shares of DocuSign worth $7K as of Q4 2021.
Carroll Financial Associates sold 20 DocuSign shares in Q4 2021, an estimated $4.56K.
DocuSign made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1251 holding.
Carroll Financial Associates first reported a position in DocuSign in Q2 2020 and has held it in 6 quarters since.
Carroll Financial Associates's DocuSign position peaked at $261K in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.