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
2020 Q4	–	Sell	-1,340	Closed	-$288K	–	334
2020 Q3	$288K	Buy	+1,340	New	+$278K	0.07%	202

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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. 1,038 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.
1,038 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.