WQ
DOCU

Wealth Quarterback’s DocuSign DOCU Stock Holding History

Wealth Quarterback’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
Q3 		$5K Sell
16
-10
-38% -$2.88K ﹤0.01% 592
2021
Q2 		$8K Buy
+26
New +$5.81K ﹤0.01% 513

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealth Quarterback's DOCU Position: Q3 2021 in Review

Wealth Quarterback reduced its DocuSign (DOCU) stake by 38% in Q3 2021, selling an estimated $2.88K and leaving 16 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Wealth Quarterback first reported a position in DOCU in Q2 2021 and has held it in 2 quarters since. The position peaked at $8K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Wealth Quarterback held 16 shares of DocuSign worth $5K as of Q3 2021.
  • Wealth Quarterback sold 10 DocuSign shares in Q3 2021, an estimated $2.88K.
  • DocuSign made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #592 holding.
  • Wealth Quarterback first reported a position in DocuSign in Q2 2021 and has held it in 2 quarters since.
  • Wealth Quarterback's DocuSign position peaked at $8K in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.