Sheets Smith Wealth Management’s DocuSign DOCU Stock Holding History

Sheets Smith Wealth Management’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	-1,467	Closed	-$378K	–	382
2021 Q3	$378K	Buy	1,467 +6	+0.4%	+$1.73K	0.05%	260
2021 Q2	$408K	Buy	+1,461	New	+$327K	0.06%	253
2021 Q1	–	Sell	-2,107	Closed	-$468K	–	336
2020 Q4	$468K	Sell	2,107 -18	-0.8%	-$4.04K	0.07%	207
2020 Q3	$457K	Buy	+2,125	New	+$441K	0.08%	192

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sheets Smith Wealth Management's DOCU Position: Q4 2021 in Review

Sheets Smith Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,467 shares — an estimated $378K sold.

Sheets Smith Wealth Management first reported a position in DOCU in Q3 2020 and held it in 4 quarters. The position peaked at $468K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Sheets Smith Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,467 DocuSign shares in Q4 2021, an estimated $378K.
Sheets Smith Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 4 quarters.
Sheets Smith Wealth Management's DocuSign position peaked at $468K in Q4 2020.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.