WCA
DOCU

Waratah Capital Advisors’s DocuSign DOCU Stock Holding History

Waratah Capital Advisors’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
2020
Q4 		– Sell
-17,296
Closed -$3.72M – 224
2020
Q3 		$3.72M Buy
+17,296
New +$3.59M 0.4% 49
2018
Q4 		– Sell
-20,195
Closed -$1.06M – 111
2018
Q3 		$1.06M Buy
+20,195
New +$1.15M 0.11% 108

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Waratah Capital Advisors's DOCU Position: Q4 2020 in Review

Waratah Capital Advisors sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 17,296 shares — an estimated $3.72M sold.

Waratah Capital Advisors first reported a position in DOCU in Q3 2018 and held it in 2 quarters. The position peaked at $3.72M in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Waratah Capital Advisors reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • Waratah Capital Advisors sold 17,296 DocuSign shares in Q4 2020, an estimated $3.72M.
  • Waratah Capital Advisors first reported a position in DocuSign in Q3 2018 and held it in 2 quarters.
  • Waratah Capital Advisors's DocuSign position peaked at $3.72M in Q3 2020.
  • 965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Waratah Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.