RFA
DOCU

Reilly Financial Advisors’s DocuSign DOCU Stock Holding History

Reilly Financial 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 		$138K Buy
904
+19
+2% +$4.33K 0.01% 240
2021
Q3 		$228K Sell
885
-33
-4% -$9.51K 0.02% 185
2021
Q2 		$257K Buy
918
+874
+1,986% +$195K 0.02% 183
2021
Q1 		$9K Buy
+44
New +$10.2K ﹤0.01% 712
2020
Q2 		– Sell
-2,800
Closed -$259K – 904
2020
Q1 		$259K Buy
+2,800
New +$225K 0.04% 153

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

Reilly Financial Advisors's DOCU Position: Q4 2021 in Review

Reilly Financial Advisors increased its DocuSign (DOCU) stake by 2.1% in Q4 2021, buying an estimated $4.33K and bringing the position to 904 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #240.

Reilly Financial Advisors first reported a position in DOCU in Q1 2020 and has held it in 5 quarters since. The position peaked at $259K in Q1 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Reilly Financial Advisors held 904 shares of DocuSign worth $138K as of Q4 2021.
  • Reilly Financial Advisors bought 19 DocuSign shares in Q4 2021, an estimated $4.33K.
  • DocuSign made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #240 holding.
  • Reilly Financial Advisors first reported a position in DocuSign in Q1 2020 and has held it in 5 quarters since.
  • Reilly Financial Advisors's DocuSign position peaked at $259K in Q1 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.