WP
DOCU

WealthShield Partners’s DocuSign DOCU Stock Holding History

WealthShield Partners’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
2022
Q1 		– Sell
-1,893
Closed -$288K – 345
2021
Q4 		$288K Buy
+1,893
New +$432K 0.05% 239
2021
Q3 		– Sell
-192
Closed -$54K – 350
2021
Q2 		$54K Sell
192
-200
-51% -$44.7K 0.01% 463
2021
Q1 		$79K Buy
+392
New +$90.9K 0.01% 376

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthShield Partners's DOCU Position: Q1 2022 in Review

WealthShield Partners sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,893 shares — an estimated $288K sold.

WealthShield Partners first reported a position in DOCU in Q1 2021 and held it in 3 quarters. The position peaked at $288K in Q4 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • WealthShield Partners reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • WealthShield Partners sold 1,893 DocuSign shares in Q1 2022, an estimated $288K.
  • WealthShield Partners first reported a position in DocuSign in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's DocuSign position peaked at $288K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.