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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PDS Planning's DOCU Position: Q4 2021 in Review

PDS Planning sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,135 shares — an estimated $292K sold.

PDS Planning first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $314K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • PDS Planning reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • PDS Planning sold 1,135 DocuSign shares in Q4 2021, an estimated $292K.
  • PDS Planning first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
  • PDS Planning's DocuSign position peaked at $314K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on PDS Planning's 13F filing for Q4 2021, filed 25 Jan 2022.