Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$701K Sell
2,725
-291
-10% -$83.8K 0.07% 280
2021
Q2
$843K Sell
3,016
-122
-4% -$27.3K 0.08% 256
2021
Q1
$700K Sell
3,138
-166
-5% -$38.5K 0.06% 310
2020
Q4
$734K Buy
3,304
+96
+3% +$21.6K 0.07% 285
2020
Q3
$690K Buy
3,208
+30
+0.9% +$6.23K 0.07% 268
2020
Q2
$547K Buy
3,178
+266
+9% +$33.5K 0.06% 312
2020
Q1
$269K Sell
2,912
-1,569
-35% -$126K 0.02% 643
2019
Q4
$332K Sell
4,481
-336
-7% -$23.1K 0.02% 765
2019
Q3
$298K Buy
+4,817
New +$252K 0.01% 834

Other funds holding DOCU

World Asset Management's DOCU Position: Q3 2021 in Review

World Asset Management reduced its DocuSign (DOCU) stake by 9.6% in Q3 2021, selling an estimated $83.8K and leaving 2,725 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #280.

World Asset Management first reported a position in DOCU in Q3 2019 and has held it in 9 quarters since. The position peaked at $843K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • World Asset Management held 2,725 shares of DocuSign worth $701K as of Q3 2021.
  • World Asset Management sold 291 DocuSign shares in Q3 2021, an estimated $83.8K.
  • DocuSign made up 0.07% of World Asset Management's portfolio in Q3 2021, its #280 holding.
  • World Asset Management first reported a position in DocuSign in Q3 2019 and has held it in 9 quarters since.
  • World Asset Management's DocuSign position peaked at $843K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.