BBA
DOCU

Braun-Bostich & Associates’s DocuSign DOCU Stock Holding History

Braun-Bostich & Associates’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
-310
Closed -$67K – 102
2020
Q3 		$67K Buy
+310
New +$64.3K 0.07% 137

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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Braun-Bostich & Associates's DOCU Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 310 shares — an estimated $67K sold.

Braun-Bostich & Associates first reported a position in DOCU in Q3 2020 and held it in 1 quarter. The position peaked at $67K in Q3 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Braun-Bostich & Associates reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 310 DocuSign shares in Q4 2020, an estimated $67K.
  • Braun-Bostich & Associates first reported a position in DocuSign in Q3 2020 and held it in 1 quarter.
  • Braun-Bostich & Associates's DocuSign position peaked at $67K in Q3 2020.
  • 965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.