Private Advisory Group’s DocuSign DOCU Stock Holding History

Private Advisory Group’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	-2,871	Closed	-$739K	–	153
2021 Q3	$739K	Buy	+2,871	New	+$827K	0.18%	81
2020 Q3	–	Sell	-2,762	Closed	-$476K	–	106
2020 Q2	$476K	Buy	+2,762	New	+$348K	0.19%	75

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Private Advisory Group's DOCU Position: Q4 2021 in Review

Private Advisory Group sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 2,871 shares — an estimated $739K sold.

Private Advisory Group first reported a position in DOCU in Q2 2020 and held it in 2 quarters. The position peaked at $739K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Private Advisory Group reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Private Advisory Group sold 2,871 DocuSign shares in Q4 2021, an estimated $739K.
Private Advisory Group first reported a position in DocuSign in Q2 2020 and held it in 2 quarters.
Private Advisory Group's DocuSign position peaked at $739K in Q3 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Private Advisory Group's 13F filing for Q4 2021, filed 27 Jan 2022.