Founders Financial Securities’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,163
Closed -$605K 268
2021
Q2
$605K Buy
2,163
+858
+66% +$192K 0.12% 156
2021
Q1
$264K Sell
1,305
-863
-40% -$200K 0.06% 214
2020
Q4
$482K Buy
2,168
+121
+6% +$27.2K 0.12% 131
2020
Q3
$441K Sell
2,047
-828
-29% -$172K 0.14% 103
2020
Q2
$534K Buy
+2,875
New +$362K 0.17% 97

Other funds holding DOCU

Founders Financial Securities's DOCU Position: Q3 2021 in Review

Founders Financial Securities sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 2,163 shares — an estimated $605K sold.

Founders Financial Securities first reported a position in DOCU in Q2 2020 and held it in 5 quarters. The position peaked at $605K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Founders Financial Securities reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Founders Financial Securities sold 2,163 DocuSign shares in Q3 2021, an estimated $605K.
  • Founders Financial Securities first reported a position in DocuSign in Q2 2020 and held it in 5 quarters.
  • Founders Financial Securities's DocuSign position peaked at $605K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Founders Financial Securities's 13F filing for Q3 2021, filed 15 Nov 2021.