IWA
DOCU

Intercontinental Wealth Advisors’s DocuSign DOCU Stock Holding History

Intercontinental 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
Q1 		– Sell
-1,878
Closed -$417K – 276
2020
Q4 		$417K Buy
1,878
+102
+6% +$22.9K 0.1% 163
2020
Q3 		$382K Buy
+1,776
New +$369K 0.11% 140

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Intercontinental Wealth Advisors's DOCU Position: Q1 2021 in Review

Intercontinental Wealth Advisors sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 1,878 shares — an estimated $417K sold.

Intercontinental Wealth Advisors first reported a position in DOCU in Q3 2020 and held it in 2 quarters. The position peaked at $417K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Intercontinental Wealth Advisors reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,878 DocuSign shares in Q1 2021, an estimated $417K.
  • Intercontinental Wealth Advisors first reported a position in DocuSign in Q3 2020 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's DocuSign position peaked at $417K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.