Jupiter Wealth Management’s DocuSign DOCU Stock Holding History

Jupiter Wealth 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	-2,500	Closed	-$639K	–	93
2021 Q3	$639K	Buy	2,500 +2,000	+400%	+$576K	0.3%	62
2021 Q2	$151K	Hold	500	–	–	0.07%	87
2021 Q1	$112K	Sell	500 -1,190	-70%	-$276K	0.06%	85
2020 Q4	$376K	Hold	1,690	–	–	0.23%	56
2020 Q3	$364K	Sell	1,690 -4,210	-71%	-$874K	0.26%	51
2020 Q2	$1.19M	Hold	5,900	–	–	0.6%	34
2020 Q1	$611K	Sell	5,900 -95	-2%	-$7.64K	0.36%	41
2019 Q4	$436K	Hold	5,995	–	–	0.21%	58
2019 Q3	$371K	Hold	5,995	–	–	0.2%	59
2019 Q2	$316K	Hold	5,995	–	–	0.16%	66
2019 Q1	$316K	Buy	+5,995	New	+$306K	0.15%	64

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

Jupiter Wealth Management's DOCU Position: Q4 2021 in Review

Jupiter Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 2,500 shares — an estimated $639K sold.

Jupiter Wealth Management first reported a position in DOCU in Q1 2019 and held it in 11 quarters. The position peaked at $1.19M in Q2 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Jupiter Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Jupiter Wealth Management sold 2,500 DocuSign shares in Q4 2021, an estimated $639K.
Jupiter Wealth Management first reported a position in DocuSign in Q1 2019 and held it in 11 quarters.
Jupiter Wealth Management's DocuSign position peaked at $1.19M in Q2 2020.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.