Berman Capital Advisors’s DocuSign DOCU Stock Holding History

Berman Capital 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 Q3	$906K	Buy	3,523 +42	+1%	+$12.1K	0.14%	79
2021 Q2	$972K	Buy	3,481 +203	+6%	+$45.4K	0.15%	68
2021 Q1	$662K	Buy	3,278 +39	+1%	+$9.04K	0.14%	78
2020 Q4	$719K	Buy	3,239 +666	+26%	+$150K	0.17%	61
2020 Q3	$553K	Sell	2,573 -2,488	-49%	-$516K	0.16%	69
2020 Q2	$870K	Buy	5,061 +30	+0.6%	+$3.78K	0.23%	53
2020 Q1	$464K	Buy	5,031 +75	+2%	+$6.03K	0.15%	66
2019 Q4	$367K	Hold	4,956	–	–	0.11%	88
2019 Q3	$306K	Buy	4,956 +149	+3%	+$7.8K	0.1%	100
2019 Q2	$238K	Buy	4,807 +1,952	+68%	+$104K	0.08%	116
2019 Q1	$148K	Buy	2,855 +2,211	+343%	+$113K	0.05%	151
2018 Q4	$25K	Sell	644 -4,687	-88%	-$197K	0.01%	343
2018 Q3	$280K	Buy	+5,331	New	+$302K	0.12%	82

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's DOCU Position: Q3 2021 in Review

Berman Capital Advisors increased its DocuSign (DOCU) stake by 1.2% in Q3 2021, buying an estimated $12.1K and bringing the position to 3,523 shares worth $906K. The position accounts for 0.14% of the portfolio, ranked #79.

Berman Capital Advisors first reported a position in DOCU in Q3 2018 and has held it in 13 quarters since. The position peaked at $972K in Q2 2021. 1,038 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Berman Capital Advisors held 3,523 shares of DocuSign worth $906K as of Q3 2021.
Berman Capital Advisors bought 42 DocuSign shares in Q3 2021, an estimated $12.1K.
DocuSign made up 0.14% of Berman Capital Advisors's portfolio in Q3 2021, its #79 holding.
Berman Capital Advisors first reported a position in DocuSign in Q3 2018 and has held it in 13 quarters since.
Berman Capital Advisors's DocuSign position peaked at $972K in Q2 2021.
1,038 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.