LCP
DOCU

Legacy Capital Partners’s DocuSign DOCU Stock Holding History

Legacy Capital Partners’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
-1,300
Closed -$263K – 142
2021
Q1 		$263K Buy
1,300
+400
+44% +$92.8K 0.1% 123
2020
Q4 		$200K Sell
900
-350
-28% -$78.6K 0.08% 131
2020
Q3 		$269K Sell
1,250
-350
-22% -$72.6K 0.11% 115
2020
Q2 		$276K Buy
+1,600
New +$202K 0.12% 116

Other funds holding DOCU

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Legacy Capital Partners's DOCU Position: Q2 2021 in Review

Legacy Capital Partners sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 1,300 shares — an estimated $263K sold.

Legacy Capital Partners first reported a position in DOCU in Q2 2020 and held it in 4 quarters. The position peaked at $276K in Q2 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Legacy Capital Partners reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Partners sold 1,300 DocuSign shares in Q2 2021, an estimated $263K.
  • Legacy Capital Partners first reported a position in DocuSign in Q2 2020 and held it in 4 quarters.
  • Legacy Capital Partners's DocuSign position peaked at $276K in Q2 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Legacy Capital Partners's 13F filing for Q2 2021, filed 13 Jul 2021.