Waddell & Reed Financial’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $241M | Buy |
1,190,116
+144,796
| +14% | +$29.3M | 0.5% | 45 |
|
2020
Q4 | $232M | Sell |
1,045,320
-9,698
| -0.9% | -$2.16M | 0.49% | 45 |
|
2020
Q3 | $227M | Sell |
1,055,018
-34,370
| -3% | -$7.4M | 0.54% | 40 |
|
2020
Q2 | $188M | Sell |
1,089,388
-129,952
| -11% | -$22.4M | 0.49% | 49 |
|
2020
Q1 | $113M | Buy |
1,219,340
+63,376
| +5% | +$5.86M | 0.37% | 72 |
|
2019
Q4 | $85.7M | Buy |
1,155,964
+8,957
| +0.8% | +$664K | 0.21% | 136 |
|
2019
Q3 | $71M | Buy |
1,147,007
+302,954
| +36% | +$18.8M | 0.18% | 157 |
|
2019
Q2 | $42M | Buy |
844,053
+61,758
| +8% | +$3.07M | 0.1% | 232 |
|
2019
Q1 | $40.6M | Buy |
782,295
+439,642
| +128% | +$22.8M | 0.1% | 246 |
|
2018
Q4 | $13.7M | Buy |
+342,653
| New | +$13.7M | 0.04% | 363 |
|