Wealth Dimensions Group’s DocuSign DOCU Stock Holding History

Wealth Dimensions Group’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 Q2	–	Sell	-1,242	Closed	-$251K	–	121
2021 Q1	$251K	Buy	+1,242	New	+$288K	0.19%	97

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wealth Dimensions Group's DOCU Position: Q2 2021 in Review

Wealth Dimensions Group sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 1,242 shares — an estimated $251K sold.

Wealth Dimensions Group first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $251K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Wealth Dimensions Group reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Wealth Dimensions Group sold 1,242 DocuSign shares in Q2 2021, an estimated $251K.
Wealth Dimensions Group first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
Wealth Dimensions Group's DocuSign position peaked at $251K in Q1 2021.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Wealth Dimensions Group's 13F filing for Q2 2021, filed 12 Aug 2021.