tru Independence’s DocuSign DOCU Stock Holding History

tru Independence’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 Q1	–	Sell	-5	Closed	-$223	–	401
2020 Q4	$223	Buy	+5	New	+$1.12K	﹤0.01%	421
2020 Q3	–	Sell	-12	Closed	-$2K	–	458
2020 Q2	$2K	Buy	+12	New	+$1.51K	﹤0.01%	794

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

tru Independence's DOCU Position: Q1 2021 in Review

tru Independence sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 5 shares — an estimated $223 sold.

tru Independence first reported a position in DOCU in Q2 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

tru Independence reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
tru Independence sold 5 DocuSign shares in Q1 2021, an estimated $223.
tru Independence first reported a position in DocuSign in Q2 2020 and held it in 2 quarters.
tru Independence's DocuSign position peaked at $2K in Q2 2020.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.