PIA
DOCU

Perennial Investment Advisors’s DocuSign DOCU Stock Holding History

Perennial Investment Advisors’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
-1,007
Closed -$258K – 231
2021
Q3 		$258K Buy
1,007
+65
+7% +$18.7K 0.09% 175
2021
Q2 		$263K Sell
942
-3,982
-81% -$890K 0.1% 170
2021
Q1 		$997K Buy
4,924
+262
+6% +$60.8K 0.39% 56
2020
Q4 		$1.04M Buy
4,662
+657
+16% +$148K 0.44% 46
2020
Q3 		$862K Buy
+4,005
New +$831K 0.43% 50

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 $11.6B AUM 8.03% 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 $336B AUM 34.66% 1-Year Est. Return

Perennial Investment Advisors's DOCU Position: Q4 2021 in Review

Perennial Investment Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,007 shares — an estimated $258K sold.

Perennial Investment Advisors first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $1.04M in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Perennial Investment Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,007 DocuSign shares in Q4 2021, an estimated $258K.
  • Perennial Investment Advisors first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
  • Perennial Investment Advisors's DocuSign position peaked at $1.04M in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Perennial Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.