TP
DOCU

Truvvo Partners’s DocuSign DOCU Stock Holding History

Truvvo Partners’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
-2,240
Closed -$577K – 17
2021
Q3 		$577K Hold
2,240
– – 0.4% 15
2021
Q2 		$626K Hold
2,240
– – 0.43% 13
2021
Q1 		$453K Hold
2,240
– – 0.34% 14
2020
Q4 		$498K Hold
2,240
– – 0.33% 15
2020
Q3 		$482K Hold
2,240
– – 0.37% 18
2020
Q2 		$386K Hold
2,240
– – 0.3% 31
2020
Q1 		$207K Buy
+2,240
New +$180K 0.19% 34

Other funds holding DOCU

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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 $3.37T AUM 44.26% 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

Truvvo Partners's DOCU Position: Q4 2021 in Review

Truvvo Partners sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 2,240 shares — an estimated $577K sold.

Truvvo Partners first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $626K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Truvvo Partners reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Truvvo Partners sold 2,240 DocuSign shares in Q4 2021, an estimated $577K.
  • Truvvo Partners first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
  • Truvvo Partners's DocuSign position peaked at $626K in Q2 2021.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.