Advisor OS’s DocuSign DOCU Stock Holding History

Advisor OS’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 Q1	–	Sell	-1,011	Closed	-$223K	–	198
2020 Q4	$223K	Buy	+1,011	New	+$227K	0.06%	127

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisor OS's DOCU Position: Q1 2021 in Review

Advisor OS sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,011 shares — an estimated $223K sold.

Advisor OS first reported a position in DOCU in Q4 2020 and held it in 1 quarter. The position peaked at $223K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

Advisor OS reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
Advisor OS sold 1,011 DocuSign shares in Q1 2021, an estimated $223K.
Advisor OS first reported a position in DocuSign in Q4 2020 and held it in 1 quarter.
Advisor OS's DocuSign position peaked at $223K in Q4 2020.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Advisor OS's 13F filing for Q1 2021, filed 13 May 2021.