Engrave Wealth Partners’s DocuSign DOCU Stock Holding History

Engrave Wealth Partners’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	-35	Closed	-$6K	–	156
2020 Q2	$6K	Buy	+35	New	+$4.41K	0.01%	305

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Engrave Wealth Partners's DOCU Position: Q3 2020 in Review

Engrave Wealth Partners sold out of DocuSign (DOCU) in Q3 2020, closing a stake of 35 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in DOCU in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

Engrave Wealth Partners reported no remaining DocuSign position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 35 DocuSign shares in Q3 2020, an estimated $6K.
Engrave Wealth Partners first reported a position in DocuSign in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's DocuSign position peaked at $6K in Q2 2020.
849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.