TFA
DOCU

Teamwork Financial Advisors’s DocuSign DOCU Stock Holding History

Teamwork Financial Advisors’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
2022
Q1 		– Sell
-7,950
Closed -$1.21M – 269
2021
Q4 		$1.21M Sell
7,950
-2,841
-26% -$648K 0.22% 95
2021
Q3 		$2.78M Buy
10,791
+415
+4% +$120K 0.55% 30
2021
Q2 		$2.9M Buy
10,376
+194
+2% +$43.4K 0.59% 27
2021
Q1 		$2.06M Sell
10,182
-2,141
-17% -$496K 0.48% 37
2020
Q4 		$2.74M Buy
12,323
+2,227
+22% +$500K 0.65% 24
2020
Q3 		$2.17M Buy
10,096
+8,644
+595% +$1.79M 0.67% 20
2020
Q2 		$250K Buy
+1,452
New +$183K 0.09% 160

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Teamwork Financial Advisors's DOCU Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 7,950 shares — an estimated $1.21M sold.

Teamwork Financial Advisors first reported a position in DOCU in Q2 2020 and held it in 7 quarters. The position peaked at $2.9M in Q2 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • Teamwork Financial Advisors reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 7,950 DocuSign shares in Q1 2022, an estimated $1.21M.
  • Teamwork Financial Advisors first reported a position in DocuSign in Q2 2020 and held it in 7 quarters.
  • Teamwork Financial Advisors's DocuSign position peaked at $2.9M in Q2 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.