RPWA
DOCU

Regent Peak Wealth Advisors’s DocuSign DOCU Stock Holding History

Regent Peak 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
Q3 		– Sell
-758
Closed -$226K – 170
2021
Q2 		$226K Buy
+758
New +$169K 0.06% 155
2021
Q1 		– Sell
-408
Closed -$91K – 360
2020
Q4 		$91K Buy
+408
New +$91.6K 0.03% 233

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regent Peak Wealth Advisors's DOCU Position: Q3 2021 in Review

Regent Peak Wealth Advisors sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 758 shares — an estimated $226K sold.

Regent Peak Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $226K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Regent Peak Wealth Advisors reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 758 DocuSign shares in Q3 2021, an estimated $226K.
  • Regent Peak Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's DocuSign position peaked at $226K in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.