Centric Wealth Management’s DocuSign DOCU Stock Holding History

Centric 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	-941	Closed	-$242K	–	158
2021 Q3	$242K	Hold	941	–	–	0.09%	136
2021 Q2	$263K	Buy	+941	New	+$210K	0.09%	130
2021 Q1	–	Sell	-1,016	Closed	-$226K	–	221
2020 Q4	$226K	Buy	+1,016	New	+$228K	0.07%	177

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Centric Wealth Management's DOCU Position: Q4 2021 in Review

Centric Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 941 shares — an estimated $242K sold.

Centric Wealth Management first reported a position in DOCU in Q4 2020 and held it in 3 quarters. The position peaked at $263K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Centric Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Centric Wealth Management sold 941 DocuSign shares in Q4 2021, an estimated $242K.
Centric Wealth Management first reported a position in DocuSign in Q4 2020 and held it in 3 quarters.
Centric Wealth Management's DocuSign position peaked at $263K in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Centric Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.