Western Financial Corp’s DocuSign DOCU Stock Holding History

Western Financial Corp’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	-4,298	Closed	-$870K	–	95
2021 Q1	$870K	Buy	+4,298	New	+$997K	0.53%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Western Financial Corp's DOCU Position: Q2 2021 in Review

Western Financial Corp sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 4,298 shares — an estimated $870K sold.

Western Financial Corp first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $870K in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Western Financial Corp reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Western Financial Corp sold 4,298 DocuSign shares in Q2 2021, an estimated $870K.
Western Financial Corp first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
Western Financial Corp's DocuSign position peaked at $870K in Q1 2021.
1,027 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Western Financial Corp's 13F filing for Q2 2021, filed 16 Jul 2021.