PP
DOCU

PDS Planning’s DocuSign DOCU Stock Holding History

PDS Planning’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
-1,135
Closed -$292K – 222
2021
Q3 		$292K Buy
1,135
+12
+1% +$3.46K 0.07% 132
2021
Q2 		$314K Buy
1,123
+32
+3% +$7.16K 0.08% 122
2021
Q1 		$221K Sell
1,091
-94
-8% -$21.8K 0.06% 146
2020
Q4 		$263K Buy
1,185
+23
+2% +$5.17K 0.09% 120
2020
Q3 		$250K Sell
1,162
-30
-3% -$6.23K 0.1% 109
2020
Q2 		$205K Buy
+1,192
New +$150K 0.09% 117

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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