MLFP
DOCU

MPS Loria Financial Planners’s DocuSign DOCU Stock Holding History

MPS Loria Financial Planners’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
-881
Closed -$226K – 81
2021
Q3 		$226K Hold
881
– – 0.1% 73
2021
Q2 		$246K Buy
881
+31
+4% +$6.93K 0.11% 70
2021
Q1 		$172K Sell
850
-300
-26% -$69.6K 0.08% 88
2020
Q4 		$256K Hold
1,150
– – 0.12% 66
2020
Q3 		$248K Sell
1,150
-200
-15% -$41.5K 0.13% 61
2020
Q2 		$232K Buy
+1,350
New +$170K 0.12% 61
2019
Q1 		– Sell
-6,947
Closed -$278K – 72
2018
Q4 		$278K Buy
+6,947
New +$292K 0.2% 51

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MPS Loria Financial Planners's DOCU Position: Q4 2021 in Review

MPS Loria Financial Planners sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 881 shares — an estimated $226K sold.

MPS Loria Financial Planners first reported a position in DOCU in Q4 2018 and held it in 7 quarters. The position peaked at $278K in Q4 2018. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • MPS Loria Financial Planners reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 881 DocuSign shares in Q4 2021, an estimated $226K.
  • MPS Loria Financial Planners first reported a position in DocuSign in Q4 2018 and held it in 7 quarters.
  • MPS Loria Financial Planners's DocuSign position peaked at $278K in Q4 2018.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on MPS Loria Financial Planners's 13F filing for Q4 2021, filed 7 Feb 2022.