PWA
DOCU

Phoenix Wealth Advisors’s DocuSign DOCU Stock Holding History

Phoenix Wealth 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
-2,306
Closed -$594K – 177
2021
Q3 		$594K Buy
2,306
+44
+2% +$12.7K 0.44% 58
2021
Q2 		$652K Sell
2,262
-483
-18% -$108K 0.47% 62
2021
Q1 		$566K Buy
2,745
+603
+28% +$140K 0.44% 53
2020
Q4 		$476K Buy
+2,142
New +$481K 0.36% 62

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

Phoenix Wealth Advisors's DOCU Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 2,306 shares — an estimated $594K sold.

Phoenix Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $652K in Q2 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,306 DocuSign shares in Q4 2021, an estimated $594K.
  • Phoenix Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's DocuSign position peaked at $652K in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.