BFWA
DOCU

Benchmark Financial Wealth Advisors’s DocuSign DOCU Stock Holding History

Benchmark Financial 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
2021
Q1 		– Sell
-1,151
Closed -$256K – 66
2020
Q4 		$256K Buy
1,151
+171
+17% +$38.4K 0.14% 53
2020
Q3 		$211K Buy
+980
New +$203K 0.14% 56

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Benchmark Financial Wealth Advisors's DOCU Position: Q1 2021 in Review

Benchmark Financial Wealth Advisors sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,151 shares — an estimated $256K sold.

Benchmark Financial Wealth Advisors first reported a position in DOCU in Q3 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Benchmark Financial Wealth Advisors reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 1,151 DocuSign shares in Q1 2021, an estimated $256K.
  • Benchmark Financial Wealth Advisors first reported a position in DocuSign in Q3 2020 and held it in 2 quarters.
  • Benchmark Financial Wealth Advisors's DocuSign position peaked at $256K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.