RA
DOCU

Rational Advisors’s DocuSign DOCU Stock Holding History

Rational 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
-4,665
Closed -$1.2M – 187
2021
Q3 		$1.2M Sell
4,665
-230
-5% -$66.3K 0.09% 86
2021
Q2 		$1.37M Sell
4,895
-665
-12% -$149K 0.16% 75
2021
Q1 		$1.13M Sell
5,560
-230
-4% -$53.3K 0.21% 96
2020
Q4 		$1.29M Sell
5,790
-5,107
-47% -$1.15M 0.35% 71
2020
Q3 		$2.35M Buy
10,897
+227
+2% +$47.1K 1.01% 19
2020
Q2 		$1.84M Buy
+10,670
New +$1.34M 0.95% 26
2019
Q4 		– Sell
-6,410
Closed -$397K – 545
2019
Q3 		$397K Buy
+6,410
New +$336K 0.15% 158

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

Rational Advisors's DOCU Position: Q4 2021 in Review

Rational Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 4,665 shares — an estimated $1.2M sold.

Rational Advisors first reported a position in DOCU in Q3 2019 and held it in 7 quarters. The position peaked at $2.35M in Q3 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Rational Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Rational Advisors sold 4,665 DocuSign shares in Q4 2021, an estimated $1.2M.
  • Rational Advisors first reported a position in DocuSign in Q3 2019 and held it in 7 quarters.
  • Rational Advisors's DocuSign position peaked at $2.35M in Q3 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Rational Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.