CWS
DOCU

Cypress Wealth Services’s DocuSign DOCU Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-1,312
Closed -$367K – 237
2021
Q2 		$367K Sell
1,312
-118
-8% -$26.4K 0.1% 173
2021
Q1 		$290K Buy
1,430
+50
+4% +$11.6K 0.06% 222
2020
Q4 		$307K Buy
+1,380
New +$310K 0.07% 201
2020
Q3 		– Sell
-1,190
Closed -$247K – 313
2020
Q2 		$205K Buy
+1,190
New +$150K 0.05% 251

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Wealth Services's DOCU Position: Q3 2021 in Review

Cypress Wealth Services sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 1,312 shares — an estimated $367K sold.

Cypress Wealth Services first reported a position in DOCU in Q2 2020 and held it in 4 quarters. The position peaked at $367K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Cypress Wealth Services reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 1,312 DocuSign shares in Q3 2021, an estimated $367K.
  • Cypress Wealth Services first reported a position in DocuSign in Q2 2020 and held it in 4 quarters.
  • Cypress Wealth Services's DocuSign position peaked at $367K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.