CFCI
DOCU

Comprehensive Financial Consultants Institutional’s DocuSign DOCU Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-56
Closed -$6K – 225
2021
Q4 		$6K Buy
+56
New +$12.8K ﹤0.01% 378

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DOCU Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 56 shares — an estimated $6K sold.

Comprehensive Financial Consultants Institutional first reported a position in DOCU in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 935 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 56 DocuSign shares in Q1 2022, an estimated $6K.
  • Comprehensive Financial Consultants Institutional first reported a position in DocuSign in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's DocuSign position peaked at $6K in Q4 2021.
  • 935 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.