First Allied Advisory Services’s DocuSign DOCU Stock Holding History

First Allied Advisory Services’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	$1.9M	Buy	8,805 +796	+10%	+$165K	0.06%	307
2020 Q2	$1.38M	Sell	8,009 -246	-3%	-$31K	0.05%	365
2020 Q1	$763K	Sell	8,255 -102	-1%	-$8.2K	0.03%	469
2019 Q4	$621K	Buy	8,357 +5,099	+157%	+$350K	0.02%	634
2019 Q3	$201K	Buy	+3,258	New	+$171K	0.01%	1099

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 $3.37T AUM 44.26% 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

First Allied Advisory Services's DOCU Position: Q3 2020 in Review

First Allied Advisory Services increased its DocuSign (DOCU) stake by 9.9% in Q3 2020, buying an estimated $165K and bringing the position to 8,805 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #307.

First Allied Advisory Services first reported a position in DOCU in Q3 2019 and has held it in 5 quarters since. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

First Allied Advisory Services held 8,805 shares of DocuSign worth $1.9M as of Q3 2020.
First Allied Advisory Services bought 796 DocuSign shares in Q3 2020, an estimated $165K.
DocuSign made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #307 holding.
First Allied Advisory Services first reported a position in DocuSign in Q3 2019 and has held it in 5 quarters since.
849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.