CRWM
DOCU

Castle Rock Wealth Management’s DocuSign DOCU Stock Holding History

Castle Rock 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
Q4 		– Sell
-4,355
Closed -$1.19M – 254
2021
Q3 		$1.19M Buy
4,355
+80
+2% +$23.1K 0.41% 75
2021
Q2 		$1.29M Sell
4,275
-607
-12% -$136K 0.47% 65
2021
Q1 		$1.08M Buy
4,882
+599
+14% +$139K 0.44% 78
2020
Q4 		$1.09M Buy
4,283
+94
+2% +$21.1K 0.45% 68
2020
Q3 		$914K Buy
4,189
+866
+26% +$180K 0.6% 57
2020
Q2 		$757K Buy
+3,323
New +$419K 0.44% 70

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

Castle Rock Wealth Management's DOCU Position: Q4 2021 in Review

Castle Rock Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 4,355 shares — an estimated $1.19M sold.

Castle Rock Wealth Management first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $1.29M in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Castle Rock Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 4,355 DocuSign shares in Q4 2021, an estimated $1.19M.
  • Castle Rock Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
  • Castle Rock Wealth Management's DocuSign position peaked at $1.29M in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Castle Rock Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.