VFM
DOCU

Vivid Financial Management’s DocuSign DOCU Stock Holding History

Vivid Financial Management’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
-1,516
Closed -$390K – 138
2021
Q3 		$390K Sell
1,516
-684
-31% -$197K 0.16% 85
2021
Q2 		$615K Buy
2,200
+72
+3% +$16.1K 0.25% 51
2021
Q1 		$431K Buy
2,128
+89
+4% +$20.6K 0.2% 81
2020
Q4 		$453K Sell
2,039
-226
-10% -$50.8K 0.22% 75
2020
Q3 		$488K Buy
+2,265
New +$470K 0.3% 47

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Vivid Financial Management's DOCU Position: Q4 2021 in Review

Vivid Financial Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,516 shares — an estimated $390K sold.

Vivid Financial Management first reported a position in DOCU in Q3 2020 and held it in 5 quarters. The position peaked at $615K in Q2 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Vivid Financial Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Vivid Financial Management sold 1,516 DocuSign shares in Q4 2021, an estimated $390K.
  • Vivid Financial Management first reported a position in DocuSign in Q3 2020 and held it in 5 quarters.
  • Vivid Financial Management's DocuSign position peaked at $615K in Q2 2021.
  • 1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.