FVWA
DOCU

Foster Victor Wealth Advisors’s DocuSign DOCU Stock Holding History

Foster Victor Wealth Advisors’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
Q3 		– Sell
-1,100
Closed -$308K – 142
2021
Q2 		$308K Hold
1,100
– – 0.05% 117
2021
Q1 		$246K Buy
1,100
+500
+83% +$116K 0.05% 124
2020
Q4 		$133K Hold
600
– – 0.03% 129
2020
Q3 		$129K Buy
+600
New +$125K 0.04% 131

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Foster Victor Wealth Advisors's DOCU Position: Q3 2021 in Review

Foster Victor Wealth Advisors sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 1,100 shares — an estimated $308K sold.

Foster Victor Wealth Advisors first reported a position in DOCU in Q3 2020 and held it in 4 quarters. The position peaked at $308K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Foster Victor Wealth Advisors reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 1,100 DocuSign shares in Q3 2021, an estimated $308K.
  • Foster Victor Wealth Advisors first reported a position in DocuSign in Q3 2020 and held it in 4 quarters.
  • Foster Victor Wealth Advisors's DocuSign position peaked at $308K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.