WCM
DOCU

Wealthcare Capital Management’s DocuSign DOCU Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-22
Closed -$4K – 230
2021
Q1 		$4K Buy
+22
New +$5.1K ﹤0.01% 415

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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wealthcare Capital Management's DOCU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 22 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Wealthcare Capital Management reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 22 DocuSign shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's DocuSign position peaked at $4K in Q1 2021.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.