SS
DOCU

Simplicity Solutions’s DocuSign DOCU Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-5,396
Closed -$1.2M – 588
2020
Q4 		$1.2M Buy
5,396
+614
+13% +$138K 0.02% 493
2020
Q3 		$1.03M Buy
4,782
+1,288
+37% +$267K 0.02% 469
2020
Q2 		$602K Buy
+3,494
New +$440K 0.01% 596
2020
Q1 		– Sell
-2,992
Closed -$222K – 750
2019
Q4 		$222K Buy
+2,992
New +$206K 0.01% 768

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simplicity Solutions's DOCU Position: Q1 2021 in Review

Simplicity Solutions sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 5,396 shares — an estimated $1.2M sold.

Simplicity Solutions first reported a position in DOCU in Q4 2019 and held it in 4 quarters. The position peaked at $1.2M in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Simplicity Solutions reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 5,396 DocuSign shares in Q1 2021, an estimated $1.2M.
  • Simplicity Solutions first reported a position in DocuSign in Q4 2019 and held it in 4 quarters.
  • Simplicity Solutions's DocuSign position peaked at $1.2M in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.