WGAM
DOCU

Wilkinson Global Asset Management’s DocuSign DOCU Stock Holding History

Wilkinson Global Asset 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
-9,255
Closed -$1.87M – 97
2021
Q1 		$1.87M Buy
+9,255
New +$2.15M 0.12% 45

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
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

Wilkinson Global Asset Management's DOCU Position: Q2 2021 in Review

Wilkinson Global Asset Management sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 9,255 shares — an estimated $1.87M sold.

Wilkinson Global Asset Management first reported a position in DOCU in Q1 2021 and held it in 1 quarter. The position peaked at $1.87M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Wilkinson Global Asset Management reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 9,255 DocuSign shares in Q2 2021, an estimated $1.87M.
  • Wilkinson Global Asset Management first reported a position in DocuSign in Q1 2021 and held it in 1 quarter.
  • Wilkinson Global Asset Management's DocuSign position peaked at $1.87M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.