GM Advisory Group’s DocuSign DOCU Stock Holding History

GM Advisory Group’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	-7,534	Closed	-$1.94M	–	207
2021 Q3	$1.94M	Sell	7,534 -2,189	-23%	-$631K	0.2%	65
2021 Q2	$2.72M	Buy	9,723 +2,337	+32%	+$523K	0.28%	56
2021 Q1	$1.5M	Buy	7,386 +106	+1%	+$24.6K	0.18%	68
2020 Q4	$1.62M	Sell	7,280 -10,611	-59%	-$2.38M	0.22%	54
2020 Q3	$3.85M	Sell	17,891 -712	-4%	-$148K	0.59%	30
2020 Q2	$3.2M	Sell	18,603 -6,633	-26%	-$836K	0.59%	30
2020 Q1	$2.33M	Buy	+25,236	New	+$2.03M	0.64%	26

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GM Advisory Group's DOCU Position: Q4 2021 in Review

GM Advisory Group sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 7,534 shares — an estimated $1.94M sold.

GM Advisory Group first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $3.85M in Q3 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

GM Advisory Group reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
GM Advisory Group sold 7,534 DocuSign shares in Q4 2021, an estimated $1.94M.
GM Advisory Group first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
GM Advisory Group's DocuSign position peaked at $3.85M in Q3 2020.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on GM Advisory Group's 13F filing for Q4 2021, filed 10 Feb 2022.