BCWM
DOCU

Blue Chip Wealth Management’s DocuSign DOCU Stock Holding History

Blue Chip 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
2020
Q3 		$254K Buy
+1,180
New +$245K 0.2% 89

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blue Chip Wealth Management's DOCU Position: Q3 2020 in Review

Blue Chip Wealth Management opened a new position in DocuSign (DOCU) in Q3 2020: 1,180 shares worth $254K. The stake represents 0.2% of the portfolio and ranks #89 among its holdings.

849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Blue Chip Wealth Management held 1,180 shares of DocuSign worth $254K as of Q3 2020.
  • DocuSign was a new Blue Chip Wealth Management position in Q3 2020.
  • DocuSign made up 0.2% of Blue Chip Wealth Management's portfolio in Q3 2020, its #89 holding.
  • 849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.