LWA
DOCU

Lineweaver Wealth Advisors’s DocuSign DOCU Stock Holding History

Lineweaver Wealth Advisors’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
-792
Closed -$203K – 137
2021
Q3 		$203K Hold
792
– – 0.06% 132
2021
Q2 		$221K Buy
+792
New +$177K 0.07% 114

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lineweaver Wealth Advisors's DOCU Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 792 shares — an estimated $203K sold.

Lineweaver Wealth Advisors first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $221K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 792 DocuSign shares in Q4 2021, an estimated $203K.
  • Lineweaver Wealth Advisors first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's DocuSign position peaked at $221K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.