DBT
DOCU

Dubuque Bank & Trust’s DocuSign DOCU Stock Holding History

Dubuque Bank & Trust’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
Q4 		– Sell
-2,726
Closed -$702K – 266
2021
Q3 		$702K Sell
2,726
-790
-22% -$228K 0.08% 125
2021
Q2 		$983K Sell
3,516
-170
-5% -$38K 0.11% 114
2021
Q1 		$746K Sell
3,686
-255
-6% -$59.1K 0.08% 123
2020
Q4 		$876K Sell
3,941
-1,200
-23% -$270K 0.11% 109
2020
Q3 		$1.11M Buy
5,141
+100
+2% +$20.8K 0.16% 92
2020
Q2 		$868K Buy
5,041
+11
+0.2% +$1.39K 0.14% 101
2020
Q1 		$465K Hold
5,030
– – 0.09% 134
2019
Q4 		$373K Buy
+5,030
New +$346K 0.06% 151

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dubuque Bank & Trust's DOCU Position: Q4 2021 in Review

Dubuque Bank & Trust sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 2,726 shares — an estimated $702K sold.

Dubuque Bank & Trust first reported a position in DOCU in Q4 2019 and held it in 8 quarters. The position peaked at $1.11M in Q3 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Dubuque Bank & Trust reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Dubuque Bank & Trust sold 2,726 DocuSign shares in Q4 2021, an estimated $702K.
  • Dubuque Bank & Trust first reported a position in DocuSign in Q4 2019 and held it in 8 quarters.
  • Dubuque Bank & Trust's DocuSign position peaked at $1.11M in Q3 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Dubuque Bank & Trust's 13F filing for Q4 2021, filed 28 Jan 2022.