Avitas Wealth Management’s DocuSign DOCU Stock Holding History

Avitas Wealth Management’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 Q3	–	Sell	-14,108	Closed	-$701K	–	177
2019 Q2	$701K	Buy	14,108 +3,224	+30%	+$172K	0.2%	123
2019 Q1	$564K	Buy	+10,884	New	+$555K	0.16%	132
2018 Q4	–	Sell	-15,370	Closed	-$808K	–	156
2018 Q3	$808K	Buy	+15,370	New	+$872K	0.23%	121

Other funds holding DOCU

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BCVI

Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BCPEMI

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

Avitas Wealth Management's DOCU Position: Q3 2019 in Review

Avitas Wealth Management sold out of DocuSign (DOCU) in Q3 2019, closing a stake of 14,108 shares — an estimated $701K sold.

Avitas Wealth Management first reported a position in DOCU in Q3 2018 and held it in 3 quarters. The position peaked at $808K in Q3 2018. 388 funds tracked by Wall St. Rank hold DOCU as of Q3 2019.

Avitas Wealth Management reported no remaining DocuSign position as of Q3 2019 after selling out during the quarter.
Avitas Wealth Management sold 14,108 DocuSign shares in Q3 2019, an estimated $701K.
Avitas Wealth Management first reported a position in DocuSign in Q3 2018 and held it in 3 quarters.
Avitas Wealth Management's DocuSign position peaked at $808K in Q3 2018.
388 funds tracked by Wall St. Rank held DocuSign as of Q3 2019.

Based on Avitas Wealth Management's 13F filing for Q3 2019, filed 18 Oct 2019.