Optimal Asset Management’s DocuSign DOCU Stock Holding History

Optimal Asset 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 Q3	$3.73M	Buy	14,506 +44	+0.3%	+$12.7K	0.47%	71
2021 Q2	$4.04M	Hold	14,462	–	–	0.48%	69
2021 Q1	$2.93M	Buy	14,462 +7,000	+94%	+$1.62M	0.38%	94
2020 Q4	$1.66M	Sell	7,462 -4	-0.1%	-$898	0.24%	144
2020 Q3	$1.61M	Buy	7,466 +3,431	+85%	+$712K	0.23%	142
2020 Q2	$695K	Buy	+4,035	New	+$509K	0.11%	277

Other funds holding DOCU

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Optimal Asset Management's DOCU Position: Q3 2021 in Review

Optimal Asset Management increased its DocuSign (DOCU) stake by 0.3% in Q3 2021, buying an estimated $12.7K and bringing the position to 14,506 shares worth $3.73M. The position accounts for 0.47% of the portfolio, ranked #71.

Optimal Asset Management first reported a position in DOCU in Q2 2020 and has held it in 6 quarters since. The position peaked at $4.04M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Optimal Asset Management held 14,506 shares of DocuSign worth $3.73M as of Q3 2021.
Optimal Asset Management bought 44 DocuSign shares in Q3 2021, an estimated $12.7K.
DocuSign made up 0.47% of Optimal Asset Management's portfolio in Q3 2021, its #71 holding.
Optimal Asset Management first reported a position in DocuSign in Q2 2020 and has held it in 6 quarters since.
Optimal Asset Management's DocuSign position peaked at $4.04M in Q2 2021.
1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.