WESPAC Advisors’s DocuSign DOCU Stock Holding History

WESPAC 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
2021 Q4	–	Sell	-1,116	Closed	-$287K	–	152
2021 Q3	$287K	Buy	+1,116	New	+$322K	0.18%	138
2021 Q1	–	Sell	-1,247	Closed	-$277K	–	167
2020 Q4	$277K	Buy	+1,247	New	+$280K	0.21%	114

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WESPAC Advisors's DOCU Position: Q4 2021 in Review

WESPAC Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,116 shares — an estimated $287K sold.

WESPAC Advisors first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $287K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

WESPAC Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors sold 1,116 DocuSign shares in Q4 2021, an estimated $287K.
WESPAC Advisors first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
WESPAC Advisors's DocuSign position peaked at $287K in Q3 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.