DWM
DOCU

Destination Wealth Management’s DocuSign DOCU Stock Holding History

Destination 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
2019
Q3 		– Sell
-161
Closed -$8K – 228
2019
Q2 		$8K Hold
161
– – ﹤0.01% 451
2019
Q1 		$8K Hold
161
– – ﹤0.01% 505
2018
Q4 		$6K Buy
+161
New +$6.76K ﹤0.01% 435

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Destination Wealth Management's DOCU Position: Q3 2019 in Review

Destination Wealth Management sold out of DocuSign (DOCU) in Q3 2019, closing a stake of 161 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in DOCU in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 388 funds tracked by Wall St. Rank hold DOCU as of Q3 2019.

  • Destination Wealth Management reported no remaining DocuSign position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 161 DocuSign shares in Q3 2019, an estimated $8K.
  • Destination Wealth Management first reported a position in DocuSign in Q4 2018 and held it in 3 quarters.
  • Destination Wealth Management's DocuSign position peaked at $8K in Q2 2019.
  • 388 funds tracked by Wall St. Rank held DocuSign as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.