GWMIA
DOCU

Global Wealth Management Investment Advisory’s DocuSign DOCU Stock Holding History

Global Wealth Management Investment Advisory’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
-110
Closed -$19K – 484
2020
Q2 		$19K Sell
110
-40
-27% -$5.04K 0.01% 277
2020
Q1 		$14K Hold
150
– – 0.01% 289
2019
Q4 		$11K Hold
150
– – ﹤0.01% 343
2019
Q3 		$9K Buy
+150
New +$7.86K ﹤0.01% 340

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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Global Wealth Management Investment Advisory's DOCU Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of DocuSign (DOCU) in Q3 2020, closing a stake of 110 shares — an estimated $19K sold.

Global Wealth Management Investment Advisory first reported a position in DOCU in Q3 2019 and held it in 4 quarters. The position peaked at $19K in Q2 2020. 849 funds tracked by Wall St. Rank hold DOCU as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining DocuSign position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 110 DocuSign shares in Q3 2020, an estimated $19K.
  • Global Wealth Management Investment Advisory first reported a position in DocuSign in Q3 2019 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's DocuSign position peaked at $19K in Q2 2020.
  • 849 funds tracked by Wall St. Rank held DocuSign as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.