SWM
DOCU

Sugarloaf Wealth Management’s DocuSign DOCU Stock Holding History

Sugarloaf Wealth Management’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
-100
Closed -$20K – 763
2021
Q1 		$20K Hold
100
– – 0.01% 404
2020
Q4 		$22K Hold
100
– – 0.01% 363
2020
Q3 		$22K Buy
+100
New +$20.8K 0.01% 339
2020
Q2 		– Sell
-100
Closed -$9K – 686
2020
Q1 		$9K Buy
+100
New +$8.04K ﹤0.01% 442

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sugarloaf Wealth Management's DOCU Position: Q2 2021 in Review

Sugarloaf Wealth Management sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 100 shares — an estimated $20K sold.

Sugarloaf Wealth Management first reported a position in DOCU in Q1 2020 and held it in 4 quarters. The position peaked at $22K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Sugarloaf Wealth Management reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 DocuSign shares in Q2 2021, an estimated $20K.
  • Sugarloaf Wealth Management first reported a position in DocuSign in Q1 2020 and held it in 4 quarters.
  • Sugarloaf Wealth Management's DocuSign position peaked at $22K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2021, filed 20 Jul 2021.