IRON Financial’s DocuSign DOCU Stock Holding History

IRON Financial’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	-4,375	Closed	-$973K	–	112
2020 Q4	$973K	Sell	4,375 -520	-11%	-$117K	0.49%	24
2020 Q3	$1.05M	Buy	4,895 +525	+12%	+$109K	0.58%	23
2020 Q2	$753K	Sell	4,370 -1,020	-19%	-$129K	0.39%	30
2020 Q1	$498K	Buy	5,390 +24	+0.4%	+$1.93K	0.31%	44
2019 Q4	$398K	Sell	5,366 -50	-0.9%	-$3.44K	0.19%	77
2019 Q3	$335K	Sell	5,416 -1,000	-16%	-$52.4K	0.25%	73
2019 Q2	$333K	Buy	+6,416	New	+$343K	0.31%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IRON Financial's DOCU Position: Q1 2021 in Review

IRON Financial sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 4,375 shares — an estimated $973K sold.

IRON Financial first reported a position in DOCU in Q2 2019 and held it in 7 quarters. The position peaked at $1.05M in Q3 2020. 969 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

IRON Financial reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
IRON Financial sold 4,375 DocuSign shares in Q1 2021, an estimated $973K.
IRON Financial first reported a position in DocuSign in Q2 2019 and held it in 7 quarters.
IRON Financial's DocuSign position peaked at $1.05M in Q3 2020.
969 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.