SFP
DOCU

Shepherd Financial Partners’s DocuSign DOCU Stock Holding History

Shepherd Financial Partners’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
Q2 		– Sell
-6,299
Closed -$1.27M – 148
2021
Q1 		$1.27M Buy
+6,299
New +$1.46M 0.28% 71

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Tiger Global Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Shepherd Financial Partners's DOCU Position: Q2 2021 in Review

Shepherd Financial Partners sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 6,299 shares — an estimated $1.27M sold.

Shepherd Financial Partners first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $1.27M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Shepherd Financial Partners reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 6,299 DocuSign shares in Q2 2021, an estimated $1.27M.
  • Shepherd Financial Partners first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
  • Shepherd Financial Partners's DocuSign position peaked at $1.27M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Shepherd Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.