Keebeck Wealth Management’s DocuSign DOCU Stock Holding History

Keebeck 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	-784	Closed	-$202K	–	224
2021 Q3	$202K	Hold	784	–	–	0.04%	205
2021 Q2	$219K	Buy	+784	New	+$175K	0.03%	227
2020 Q3	–	Sell	-784	Closed	-$135K	–	227
2020 Q2	$135K	Buy	+784	New	+$98.8K	0.04%	172
2020 Q1	–	Sell	-784	Closed	-$58K	–	190
2019 Q4	$58K	Buy	+784	New	+$53.9K	0.02%	208

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 $3.38T AUM 44.17% 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

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

Keebeck Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 784 shares — an estimated $202K sold.

Keebeck Wealth Management first reported a position in DOCU in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Keebeck Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Keebeck Wealth Management sold 784 DocuSign shares in Q4 2021, an estimated $202K.
Keebeck Wealth Management first reported a position in DocuSign in Q4 2019 and held it in 4 quarters.
Keebeck Wealth Management's DocuSign position peaked at $219K in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Keebeck Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.