Beam Wealth Advisors’s DocuSign DOCU Stock Holding History

Beam Wealth 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
2020 Q4	–	Sell	-1,091	Closed	-$235K	–	132
2020 Q3	$235K	Buy	+1,091	New	+$226K	0.22%	108

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 $3.37T AUM 44.26% 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

Beam Wealth Advisors's DOCU Position: Q4 2020 in Review

Beam Wealth Advisors sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,091 shares — an estimated $235K sold.

Beam Wealth Advisors first reported a position in DOCU in Q3 2020 and held it in 1 quarter. The position peaked at $235K in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Beam Wealth Advisors reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
Beam Wealth Advisors sold 1,091 DocuSign shares in Q4 2020, an estimated $235K.
Beam Wealth Advisors first reported a position in DocuSign in Q3 2020 and held it in 1 quarter.
Beam Wealth Advisors's DocuSign position peaked at $235K in Q3 2020.
965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.