SF
DOCU

Symphony Financial’s DocuSign DOCU Stock Holding History

Symphony Financial’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
-1,055
Closed -$271K – 179
2021
Q3 		$271K Buy
+1,055
New +$304K 0.09% 149
2021
Q2 		– Sell
-3,726
Closed -$766K – 167
2021
Q1 		$766K Sell
3,726
-20
-0.5% -$4.64K 0.2% 79
2020
Q4 		$833K Buy
3,746
+126
+3% +$28.3K 0.3% 59
2020
Q3 		$779K Buy
3,620
+28
+0.8% +$5.81K 0.32% 49
2020
Q2 		$619K Buy
+3,592
New +$453K 0.3% 59

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

Symphony Financial's DOCU Position: Q4 2021 in Review

Symphony Financial sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,055 shares — an estimated $271K sold.

Symphony Financial first reported a position in DOCU in Q2 2020 and held it in 5 quarters. The position peaked at $833K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Symphony Financial reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Symphony Financial sold 1,055 DocuSign shares in Q4 2021, an estimated $271K.
  • Symphony Financial first reported a position in DocuSign in Q2 2020 and held it in 5 quarters.
  • Symphony Financial's DocuSign position peaked at $833K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Symphony Financial's 13F filing for Q4 2021, filed 19 Jan 2022.