EWM
DOCU

Edge Wealth Management’s DocuSign DOCU Stock Holding History

Edge 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 		– Sell
-108,608
Closed -$18.7M – 489
2020
Q2 		$18.7M Sell
108,608
-51,038
-32% -$6.43M 3.55% 6
2020
Q1 		$14.8M Sell
159,646
-56,705
-26% -$4.56M 3.21% 6
2019
Q4 		$16M Sell
216,351
-30,500
-12% -$2.1M 3.2% 6
2019
Q3 		$15.3M Buy
246,851
+76,339
+45% +$4M 3.52% 6
2019
Q2 		$8.48M Buy
170,512
+113,890
+201% +$6.08M 1.88% 20
2019
Q1 		$2.94M Buy
56,622
+14,484
+34% +$739K 0.72% 38
2018
Q4 		$1.69M Buy
+42,138
New +$1.77M 0.48% 41

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edge Wealth Management's DOCU Position: Q3 2020 in Review

Edge Wealth Management sold out of DocuSign (DOCU) in Q3 2020, closing a stake of 108,608 shares — an estimated $18.7M sold.

Edge Wealth Management first reported a position in DOCU in Q4 2018 and held it in 7 quarters. The position peaked at $18.7M in Q2 2020. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Edge Wealth Management reported no remaining DocuSign position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 108,608 DocuSign shares in Q3 2020, an estimated $18.7M.
  • Edge Wealth Management first reported a position in DocuSign in Q4 2018 and held it in 7 quarters.
  • Edge Wealth Management's DocuSign position peaked at $18.7M in Q2 2020.
  • 849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.