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