WKWM
DOCU

Walter & Keenan Wealth Management’s DocuSign DOCU Stock Holding History

Walter & Keenan 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
-1,218
Closed -$314K – 150
2021
Q3 		$314K Buy
+1,218
New +$351K 0.11% 120

Other funds holding DOCU

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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

Walter & Keenan Wealth Management's DOCU Position: Q4 2021 in Review

Walter & Keenan Wealth Management sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,218 shares — an estimated $314K sold.

Walter & Keenan Wealth Management first reported a position in DOCU in Q3 2021 and held it in 1 quarter. The position peaked at $314K in Q3 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

  • Walter & Keenan Wealth Management reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,218 DocuSign shares in Q4 2021, an estimated $314K.
  • Walter & Keenan Wealth Management first reported a position in DocuSign in Q3 2021 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's DocuSign position peaked at $314K in Q3 2021.
  • 1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.