Advisor Group’s DocuSign DOCU Stock Holding History

Advisor Group’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
2019 Q4	$3.81M	Buy	51,480 +396	+0.8%	+$27.2K	0.03%	512
2019 Q3	$3.16M	Buy	51,084 +41,112	+412%	+$2.15M	0.02%	587
2019 Q2	$495K	Sell	9,972 -5,137	-34%	-$274K	﹤0.01%	1616
2019 Q1	$783K	Buy	15,109 +2,362	+19%	+$121K	0.01%	1265
2018 Q4	$511K	Buy	12,747 +4,813	+61%	+$202K	0.01%	1392
2018 Q3	$417K	Buy	7,934 +3,847	+94%	+$218K	﹤0.01%	1600
2018 Q2	$217K	Buy	+4,087	New	+$206K	﹤0.01%	1914

Other funds holding DOCU

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Advisor Group's DOCU Position: Q4 2019 in Review

Advisor Group increased its DocuSign (DOCU) stake by 0.78% in Q4 2019, buying an estimated $27.2K and bringing the position to 51,480 shares worth $3.81M. The position accounts for 0.03% of the portfolio, ranked #512.

Advisor Group first reported a position in DOCU in Q2 2018 and has held it in 7 quarters since. 453 funds tracked by Wall St. Rank hold DOCU as of Q4 2019.

Advisor Group held 51,480 shares of DocuSign worth $3.81M as of Q4 2019.
Advisor Group bought 396 DocuSign shares in Q4 2019, an estimated $27.2K.
DocuSign made up 0.03% of Advisor Group's portfolio in Q4 2019, its #512 holding.
Advisor Group first reported a position in DocuSign in Q2 2018 and has held it in 7 quarters since.
453 funds tracked by Wall St. Rank held DocuSign as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.