SMC
DOCU

Smith, Moore & Co’s DocuSign DOCU Stock Holding History

Smith, Moore & Co’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
-870
Closed -$224K – 426
2021
Q3 		$224K Hold
870
– – 0.03% 365
2021
Q2 		$243K Buy
+870
New +$195K 0.04% 344
2020
Q4 		– Sell
-1,025
Closed -$221K – 353
2020
Q3 		$221K Buy
+1,025
New +$213K 0.05% 292

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 $3.38T AUM 44.17% 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

Smith, Moore & Co's DOCU Position: Q4 2021 in Review

Smith, Moore & Co sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 870 shares — an estimated $224K sold.

Smith, Moore & Co first reported a position in DOCU in Q3 2020 and held it in 3 quarters. The position peaked at $243K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Smith, Moore & Co reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Smith, Moore & Co sold 870 DocuSign shares in Q4 2021, an estimated $224K.
  • Smith, Moore & Co first reported a position in DocuSign in Q3 2020 and held it in 3 quarters.
  • Smith, Moore & Co's DocuSign position peaked at $243K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Smith, Moore & Co's 13F filing for Q4 2021, filed 8 Feb 2022.