Liberty Wealth Management’s DocuSign DOCU Stock Holding History

Liberty 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	-136	Closed	-$35K	–	405
2021 Q3	$35K	Buy	136 +98	+258%	+$28.2K	0.01%	496
2021 Q2	$11K	Buy	38 +17	+81%	+$3.8K	﹤0.01%	629
2021 Q1	$4K	Hold	21	–	–	﹤0.01%	726
2020 Q4	$4K	Sell	21 -16	-43%	-$3.59K	﹤0.01%	722
2020 Q3	$8K	Buy	37 +5	+16%	+$1.04K	﹤0.01%	552
2020 Q2	$6K	Hold	32	–	–	﹤0.01%	571
2020 Q1	$3K	Sell	32 -7	-18%	-$563	﹤0.01%	666
2019 Q4	$3K	Hold	39	–	–	﹤0.01%	726
2019 Q3	$2K	Hold	39	–	–	﹤0.01%	733
2019 Q2	$2K	Hold	39	–	–	﹤0.01%	756
2019 Q1	$2K	Hold	39	–	–	﹤0.01%	625
2018 Q4	$1K	Buy	+39	New	+$1.64K	﹤0.01%	703

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

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

Liberty Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 136 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in DOCU in Q4 2018 and held it in 12 quarters. The position peaked at $35K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Liberty Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 136 DocuSign shares in Q4 2021, an estimated $35K.
Liberty Wealth Management first reported a position in DocuSign in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's DocuSign position peaked at $35K in Q3 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.