CTA
DOCU

Chesley Taft & Associates’s DocuSign DOCU Stock Holding History

Chesley Taft & 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
Q1 		– Sell
-1,215
Closed -$270K – 288
2020
Q4 		$270K Sell
1,215
-6,765
-85% -$1.52M 0.02% 264
2020
Q3 		$1.72M Sell
7,980
-1,710
-18% -$355K 0.12% 125
2020
Q2 		$1.67M Buy
+9,690
New +$1.22M 0.13% 123

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chesley Taft & Associates's DOCU Position: Q1 2021 in Review

Chesley Taft & Associates sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,215 shares — an estimated $270K sold.

Chesley Taft & Associates first reported a position in DOCU in Q2 2020 and held it in 3 quarters. The position peaked at $1.72M in Q3 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Chesley Taft & Associates reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Chesley Taft & Associates sold 1,215 DocuSign shares in Q1 2021, an estimated $270K.
  • Chesley Taft & Associates first reported a position in DocuSign in Q2 2020 and held it in 3 quarters.
  • Chesley Taft & Associates's DocuSign position peaked at $1.72M in Q3 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Chesley Taft & Associates's 13F filing for Q1 2021, filed 6 Apr 2021.