Walled Lake Planning & Wealth Management’s DocuSign DOCU Stock Holding History

Walled Lake Planning & Wealth 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	-647	Closed	-$167K	–	156
2021 Q3	$167K	Hold	647	–	–	0.1%	87
2021 Q2	$181K	Hold	647	–	–	0.12%	80
2021 Q1	$131K	Hold	647	–	–	0.09%	92
2020 Q4	$144K	Hold	647	–	–	0.11%	81
2020 Q3	$139K	Hold	647	–	–	0.11%	82
2020 Q2	$111K	Hold	647	–	–	0.09%	87
2020 Q1	$60K	Hold	647	–	–	0.05%	97
2019 Q4	$48K	Buy	+647	New	+$44.5K	0.03%	115

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DOCU Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 647 shares — an estimated $167K sold.

Walled Lake Planning & Wealth Management first reported a position in DOCU in Q4 2019 and held it in 8 quarters. The position peaked at $181K in Q2 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 647 DocuSign shares in Q4 2021, an estimated $167K.
Walled Lake Planning & Wealth Management first reported a position in DocuSign in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's DocuSign position peaked at $181K in Q2 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.