West Family Investments’s DocuSign DOCU Stock Holding History

West Family Investments’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	-919	Closed	-$237K	–	339
2021 Q3	$237K	Buy	919 +14	+2%	+$4.03K	0.06%	269
2021 Q2	$253K	Buy	+905	New	+$202K	0.07%	269

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

West Family Investments's DOCU Position: Q4 2021 in Review

West Family Investments sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 919 shares — an estimated $237K sold.

West Family Investments first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $253K in Q2 2021. 1,007 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

West Family Investments reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
West Family Investments sold 919 DocuSign shares in Q4 2021, an estimated $237K.
West Family Investments first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
West Family Investments's DocuSign position peaked at $253K in Q2 2021.
1,007 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on West Family Investments's 13F filing for Q4 2021, filed 7 Feb 2022.