1IA
DOCU

1834 Investment Advisors’s DocuSign DOCU Stock Holding History

1834 Investment 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
Q2 		– Sell
-25
Closed -$5K – 503
2021
Q1 		$5K Sell
25
-25
-50% -$5.8K ﹤0.01% 428
2020
Q4 		$11K Buy
+50
New +$11.2K ﹤0.01% 361

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

1834 Investment Advisors's DOCU Position: Q2 2021 in Review

1834 Investment Advisors sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 25 shares — an estimated $5K sold.

1834 Investment Advisors first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • 1834 Investment Advisors reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 25 DocuSign shares in Q2 2021, an estimated $5K.
  • 1834 Investment Advisors first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
  • 1834 Investment Advisors's DocuSign position peaked at $11K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.