RFMS
DOCU

RWQ Financial Management Services’s DocuSign DOCU Stock Holding History

RWQ Financial Management Services’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
-3,975
Closed -$1.02M – 29
2021
Q3 		$1.02M Buy
3,975
+1,025
+35% +$295K 0.75% 18
2021
Q2 		$825K Buy
2,950
+850
+40% +$190K 0.62% 18
2021
Q1 		$425K Buy
2,100
+125
+6% +$29K 0.34% 24
2020
Q4 		$439K Buy
+1,975
New +$444K 0.35% 25

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

RWQ Financial Management Services's DOCU Position: Q4 2021 in Review

RWQ Financial Management Services sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 3,975 shares — an estimated $1.02M sold.

RWQ Financial Management Services first reported a position in DOCU in Q4 2020 and held it in 4 quarters. The position peaked at $1.02M in Q3 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • RWQ Financial Management Services reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • RWQ Financial Management Services sold 3,975 DocuSign shares in Q4 2021, an estimated $1.02M.
  • RWQ Financial Management Services first reported a position in DocuSign in Q4 2020 and held it in 4 quarters.
  • RWQ Financial Management Services's DocuSign position peaked at $1.02M in Q3 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on RWQ Financial Management Services's 13F filing for Q4 2021, filed 14 Feb 2022.