Fulcrum Equity Management’s DocuSign DOCU Stock Holding History

Fulcrum Equity 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 Q4	–	Sell	-1,727	Closed	-$445K	–	182
2021 Q3	$445K	Buy	+1,727	New	+$498K	0.17%	94

Other funds holding DOCU

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

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fulcrum Equity Management's DOCU Position: Q4 2021 in Review

Fulcrum Equity Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,727 shares — an estimated $445K sold.

Fulcrum Equity Management first reported a position in DOCU in Q3 2021 and held it in 1 quarter. The position peaked at $445K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Fulcrum Equity Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 1,727 DocuSign shares in Q4 2021, an estimated $445K.
Fulcrum Equity Management first reported a position in DocuSign in Q3 2021 and held it in 1 quarter.
Fulcrum Equity Management's DocuSign position peaked at $445K in Q3 2021.
1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.