PWM
DOCU

Peterson Wealth Management’s DocuSign DOCU Stock Holding History

Peterson Wealth 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
Q4 		– Sell
-805
Closed -$207K – 59
2021
Q3 		$207K Buy
805
+31
+4% +$8.93K 0.16% 57
2021
Q2 		$216K Sell
774
-1,750
-69% -$391K 0.17% 61
2021
Q1 		$511K Buy
+2,524
New +$585K 0.43% 39

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 $14.5B AUM 5.7% 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 $295B AUM 31.6% 1-Year Est. Return

Peterson Wealth Management's DOCU Position: Q4 2021 in Review

Peterson Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 805 shares — an estimated $207K sold.

Peterson Wealth Management first reported a position in DOCU in Q1 2021 and held it in 3 quarters. The position peaked at $511K in Q1 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Peterson Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Peterson Wealth Management sold 805 DocuSign shares in Q4 2021, an estimated $207K.
  • Peterson Wealth Management first reported a position in DocuSign in Q1 2021 and held it in 3 quarters.
  • Peterson Wealth Management's DocuSign position peaked at $511K in Q1 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Peterson Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.