VCA
DOCU

Verdence Capital Advisors’s DocuSign DOCU Stock Holding History

Verdence Capital 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
2021
Q4 		– Sell
-1,557
Closed -$401K – 519
2021
Q3 		$401K Buy
1,557
+2
+0.1% +$576 0.05% 313
2021
Q2 		$435K Sell
1,555
-250
-14% -$55.9K 0.06% 274
2021
Q1 		$365K Sell
1,805
-465
-20% -$108K 0.06% 292
2020
Q4 		$505K Buy
2,270
+42
+2% +$9.43K 0.1% 207
2020
Q3 		$480K Sell
2,228
-75
-3% -$15.6K 0.11% 194
2020
Q2 		$397K Buy
+2,303
New +$290K 0.1% 206

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

Verdence Capital Advisors's DOCU Position: Q4 2021 in Review

Verdence Capital Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,557 shares — an estimated $401K sold.

Verdence Capital Advisors first reported a position in DOCU in Q2 2020 and held it in 6 quarters. The position peaked at $505K in Q4 2020. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Verdence Capital Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Verdence Capital Advisors sold 1,557 DocuSign shares in Q4 2021, an estimated $401K.
  • Verdence Capital Advisors first reported a position in DocuSign in Q2 2020 and held it in 6 quarters.
  • Verdence Capital Advisors's DocuSign position peaked at $505K in Q4 2020.
  • 1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Verdence Capital Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.