INVST’s DocuSign DOCU Stock Holding History

INVST’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 Q3	–	Sell	-830	Closed	-$234K	–	200
2021 Q2	$234K	Sell	830 -501	-38%	-$112K	0.04%	177
2021 Q1	$297K	Buy	1,331 +115	+9%	+$26.7K	0.05%	148
2020 Q4	$270K	Buy	1,216 +250	+26%	+$56.2K	0.05%	144
2020 Q3	$215K	Buy	+966	New	+$201K	0.05%	144

Other funds holding DOCU

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

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

BlackRock New York $6.73T AUM 46.02% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

INVST's DOCU Position: Q3 2021 in Review

INVST sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 830 shares — an estimated $234K sold.

INVST first reported a position in DOCU in Q3 2020 and held it in 4 quarters. The position peaked at $297K in Q1 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

INVST reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
INVST sold 830 DocuSign shares in Q3 2021, an estimated $234K.
INVST first reported a position in DocuSign in Q3 2020 and held it in 4 quarters.
INVST's DocuSign position peaked at $297K in Q1 2021.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on INVST's 13F filing for Q3 2021, filed 10 Nov 2021.