RBFC
DOCU

Roman Butler Fullerton & Co’s DocuSign DOCU Stock Holding History

Roman Butler Fullerton & Co’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
-1,048
Closed -$283K – 180
2021
Q3 		$283K Buy
1,048
+301
+40% +$86.7K 0.13% 159
2021
Q2 		$209K Buy
+747
New +$167K 0.1% 179

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

Roman Butler Fullerton & Co's DOCU Position: Q4 2021 in Review

Roman Butler Fullerton & Co sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,048 shares — an estimated $283K sold.

Roman Butler Fullerton & Co first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $283K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Roman Butler Fullerton & Co reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 1,048 DocuSign shares in Q4 2021, an estimated $283K.
  • Roman Butler Fullerton & Co first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
  • Roman Butler Fullerton & Co's DocuSign position peaked at $283K in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2021, filed 24 Jan 2022.