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DOCU

Transform Wealth’s DocuSign DOCU Stock Holding History

Transform Wealth’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
Q3 		– Sell
-881
Closed -$246K – 225
2021
Q2 		$246K Buy
+881
New +$197K 0.03% 210
2019
Q3 		– Sell
-15,000
Closed -$746K – 217
2019
Q2 		$746K Hold
15,000
– – 0.11% 152
2019
Q1 		$778K Hold
15,000
– – 0.14% 119
2018
Q4 		$601K Buy
+15,000
New +$630K 0.12% 128

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transform Wealth's DOCU Position: Q3 2021 in Review

Transform Wealth sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 881 shares — an estimated $246K sold.

Transform Wealth first reported a position in DOCU in Q4 2018 and held it in 4 quarters. The position peaked at $778K in Q1 2019. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Transform Wealth reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Transform Wealth sold 881 DocuSign shares in Q3 2021, an estimated $246K.
  • Transform Wealth first reported a position in DocuSign in Q4 2018 and held it in 4 quarters.
  • Transform Wealth's DocuSign position peaked at $778K in Q1 2019.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Transform Wealth's 13F filing for Q3 2021, filed 15 Oct 2021.