Invictus RG’s DocuSign DOCU Stock Holding History

Invictus RG’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 Q1	–	Sell	-1,206	Closed	-$268K	–	16
2020 Q4	$268K	Buy	+1,206	New	+$271K	2.73%	12
2020 Q2	–	Sell	-13,471	Closed	-$1.25M	–	14
2020 Q1	$1.25M	Buy	13,471 +3,216	+31%	+$259K	4.46%	6
2019 Q4	$760K	Buy	+10,255	New	+$705K	4.98%	11

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invictus RG's DOCU Position: Q1 2021 in Review

Invictus RG sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,206 shares — an estimated $268K sold.

Invictus RG first reported a position in DOCU in Q4 2019 and held it in 3 quarters. The position peaked at $1.25M in Q1 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

Invictus RG reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
Invictus RG sold 1,206 DocuSign shares in Q1 2021, an estimated $268K.
Invictus RG first reported a position in DocuSign in Q4 2019 and held it in 3 quarters.
Invictus RG's DocuSign position peaked at $1.25M in Q1 2020.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Invictus RG's 13F filing for Q1 2021, filed 14 May 2021.