Cooper Financial Group’s DocuSign DOCU Stock Holding History

Cooper Financial Group’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	-3,339	Closed	-$742K	–	262
2020 Q4	$742K	Buy	+3,339	New	+$750K	0.15%	115

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cooper Financial Group's DOCU Position: Q1 2021 in Review

Cooper Financial Group sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 3,339 shares — an estimated $742K sold.

Cooper Financial Group first reported a position in DOCU in Q4 2020 and held it in 1 quarter. The position peaked at $742K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

Cooper Financial Group reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
Cooper Financial Group sold 3,339 DocuSign shares in Q1 2021, an estimated $742K.
Cooper Financial Group first reported a position in DocuSign in Q4 2020 and held it in 1 quarter.
Cooper Financial Group's DocuSign position peaked at $742K in Q4 2020.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.