BWM
DOCU

BT Wealth Management’s DocuSign DOCU Stock Holding History

BT 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
2021
Q2 		– Sell
-1,000
Closed -$202K – 60
2021
Q1 		$202K Sell
1,000
-500
-33% -$116K 0.07% 60
2020
Q4 		$333K Buy
1,500
+200
+15% +$44.9K 0.12% 46
2020
Q3 		$280K Buy
+1,300
New +$270K 0.12% 45

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BT Wealth Management's DOCU Position: Q2 2021 in Review

BT Wealth Management sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 1,000 shares — an estimated $202K sold.

BT Wealth Management first reported a position in DOCU in Q3 2020 and held it in 3 quarters. The position peaked at $333K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • BT Wealth Management reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • BT Wealth Management sold 1,000 DocuSign shares in Q2 2021, an estimated $202K.
  • BT Wealth Management first reported a position in DocuSign in Q3 2020 and held it in 3 quarters.
  • BT Wealth Management's DocuSign position peaked at $333K in Q4 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.