BAIA
DOCU

Bel Air Investment Advisors’s DocuSign DOCU Stock Holding History

Bel Air Investment 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
2021
Q2 		$296K Sell
1,060
-775
-42% -$173K 0.01% 322
2021
Q1 		$371K Buy
+1,835
New +$426K 0.01% 296

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Bel Air Investment Advisors's DOCU Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its DocuSign (DOCU) stake by 42% in Q2 2021, selling an estimated $173K and leaving 1,060 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #322.

Bel Air Investment Advisors first reported a position in DOCU in Q1 2021 and has held it in 2 quarters since. The position peaked at $371K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Bel Air Investment Advisors held 1,060 shares of DocuSign worth $296K as of Q2 2021.
  • Bel Air Investment Advisors sold 775 DocuSign shares in Q2 2021, an estimated $173K.
  • DocuSign made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #322 holding.
  • Bel Air Investment Advisors first reported a position in DocuSign in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's DocuSign position peaked at $371K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.