OIS
DOCU

Okabena Investment Services’s DocuSign DOCU Stock Holding History

Okabena Investment Services’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
-3,276
Closed -$663K – 96
2021
Q1 		$663K Buy
+3,276
New +$760K 0.36% 55

Other funds holding DOCU

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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
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

Okabena Investment Services's DOCU Position: Q2 2021 in Review

Okabena Investment Services sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 3,276 shares — an estimated $663K sold.

Okabena Investment Services first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $663K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Okabena Investment Services reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Okabena Investment Services sold 3,276 DocuSign shares in Q2 2021, an estimated $663K.
  • Okabena Investment Services first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
  • Okabena Investment Services's DocuSign position peaked at $663K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Okabena Investment Services's 13F filing for Q2 2021, filed 13 Aug 2021.