SFPG
DOCU

Stonebridge Financial Planning Group’s DocuSign DOCU Stock Holding History

Stonebridge Financial Planning Group’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
-100
Closed -$28K – 407
2021
Q3 		$28K Hold
100
– – 0.01% 274
2021
Q2 		$29K Hold
100
– – 0.02% 264
2021
Q1 		$21K Hold
100
– – 0.01% 303
2020
Q4 		$22K Hold
100
– – 0.01% 269
2020
Q3 		$23K Buy
+100
New +$20.8K 0.02% 255

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 $3.37T AUM 44.26% 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

Stonebridge Financial Planning Group's DOCU Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 100 shares — an estimated $28K sold.

Stonebridge Financial Planning Group first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 DocuSign shares in Q4 2021, an estimated $28K.
  • Stonebridge Financial Planning Group first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
  • Stonebridge Financial Planning Group's DocuSign position peaked at $29K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.