KPCM
DOCU

Kings Point Capital Management’s DocuSign DOCU Stock Holding History

Kings Point Capital 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
Q2 		– Sell
-2,600
Closed -$136K – 551
2021
Q1 		$136K Buy
+2,600
New +$603K 0.01% 235

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kings Point Capital Management's DOCU Position: Q1 2022 in Review

Kings Point Capital Management held its DocuSign (DOCU) position steady in Q1 2022 at 143 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Kings Point Capital Management first reported a position in DOCU in Q4 2020 and has held it in 6 quarters since. The position peaked at $25K in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Kings Point Capital Management held 143 shares of DocuSign worth $15K as of Q1 2022.
  • Kings Point Capital Management left its DocuSign share count unchanged in Q1 2022.
  • DocuSign made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #534 holding.
  • Kings Point Capital Management first reported a position in DocuSign in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's DocuSign position peaked at $25K in Q2 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.