Marcum Wealth’s DocuSign DOCU Stock Holding History

Marcum Wealth’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	-1,005	Closed	-$259K	–	395
2021 Q3	$259K	Buy	+1,005	New	+$290K	0.04%	263

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Marcum Wealth's DOCU Position: Q4 2021 in Review

Marcum Wealth sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,005 shares — an estimated $259K sold.

Marcum Wealth first reported a position in DOCU in Q3 2021 and held it in 1 quarter. The position peaked at $259K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Marcum Wealth reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Marcum Wealth sold 1,005 DocuSign shares in Q4 2021, an estimated $259K.
Marcum Wealth first reported a position in DocuSign in Q3 2021 and held it in 1 quarter.
Marcum Wealth's DocuSign position peaked at $259K in Q3 2021.
1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.