Dorchester Wealth Management’s DocuSign DOCU Stock Holding History

Dorchester Wealth Management’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	-980	Closed	-$274K	–	147
2021 Q2	$274K	Buy	+980	New	+$219K	0.06%	136
2021 Q1	–	Sell	-955	Closed	-$212K	–	148
2020 Q4	$212K	Buy	+955	New	+$215K	0.06%	135
2020 Q3	–	Sell	-1,465	Closed	-$252K	–	136
2020 Q2	$252K	Buy	+1,465	New	+$185K	0.08%	118

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Jennison Associates New York $167B AUM 44.17% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dorchester Wealth Management's DOCU Position: Q3 2021 in Review

Dorchester Wealth Management sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 980 shares — an estimated $274K sold.

Dorchester Wealth Management first reported a position in DOCU in Q2 2020 and held it in 3 quarters. The position peaked at $274K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Dorchester Wealth Management reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
Dorchester Wealth Management sold 980 DocuSign shares in Q3 2021, an estimated $274K.
Dorchester Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 3 quarters.
Dorchester Wealth Management's DocuSign position peaked at $274K in Q2 2021.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Dorchester Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.