Advisory Alpha’s DocuSign DOCU Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-227	Closed	-$51K	–	232
2020 Q3	$51K	Buy	+227	New	+$47.1K	0.01%	204
2020 Q2	–	Sell	-200	Closed	-$20.4K	–	209
2020 Q1	$20.4K	Hold	200	–	–	0.01%	309
2019 Q4	$14.8K	Hold	200	–	–	﹤0.01%	443
2019 Q3	$13.4K	Buy	+200	New	+$10.5K	﹤0.01%	419
2019 Q2	–	Sell	-200	Closed	-$10.7K	–	240
2019 Q1	$10.7K	Buy	+200	New	+$10.2K	﹤0.01%	398

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisory Alpha's DOCU Position: Q4 2020 in Review

Advisory Alpha sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 227 shares — an estimated $51K sold.

Advisory Alpha first reported a position in DOCU in Q1 2019 and held it in 5 quarters. The position peaked at $51K in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Advisory Alpha reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 227 DocuSign shares in Q4 2020, an estimated $51K.
Advisory Alpha first reported a position in DocuSign in Q1 2019 and held it in 5 quarters.
Advisory Alpha's DocuSign position peaked at $51K in Q3 2020.
965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.