SkyOak Wealth’s DocuSign DOCU Stock Holding History

SkyOak Wealth’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
2020 Q4	–	Sell	-930	Closed	-$200K	–	221
2020 Q3	$200K	Sell	930 -4,742	-84%	-$984K	0.07%	189
2020 Q2	$977K	Buy	5,672 +1,946	+52%	+$245K	0.36%	69
2020 Q1	$344K	Buy	+3,726	New	+$300K	0.18%	142

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SkyOak Wealth's DOCU Position: Q4 2020 in Review

SkyOak Wealth sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 930 shares — an estimated $200K sold.

SkyOak Wealth first reported a position in DOCU in Q1 2020 and held it in 3 quarters. The position peaked at $977K in Q2 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

SkyOak Wealth reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
SkyOak Wealth sold 930 DocuSign shares in Q4 2020, an estimated $200K.
SkyOak Wealth first reported a position in DocuSign in Q1 2020 and held it in 3 quarters.
SkyOak Wealth's DocuSign position peaked at $977K in Q2 2020.
965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on SkyOak Wealth's 13F filing for Q4 2020, filed 2 Feb 2021.