Hall Private Wealth Advisors’s DocuSign DOCU Stock Holding History

Hall Private 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	-3,725	Closed	-$1.04M	–	53
2021 Q2	$1.04M	Buy	+3,725	New	+$833K	0.68%	31
2020 Q4	$935K	Buy	+4,205	New	+$945K	0.77%	29

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hall Private Wealth Advisors's DOCU Position: Q3 2021 in Review

Hall Private Wealth Advisors sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 3,725 shares — an estimated $1.04M sold.

Hall Private Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 2 quarters. The position peaked at $1.04M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Hall Private Wealth Advisors reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
Hall Private Wealth Advisors sold 3,725 DocuSign shares in Q3 2021, an estimated $1.04M.
Hall Private Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 2 quarters.
Hall Private Wealth Advisors's DocuSign position peaked at $1.04M in Q2 2021.
1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.