JGIA
DOCU

Jackson Grant Investment Advisers’s DocuSign DOCU Stock Holding History

Jackson Grant Investment Advisers’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
-345
Closed -$77K – 374
2020
Q4 		$77K Buy
+345
New +$77.5K 0.04% 151

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

Jackson Grant Investment Advisers's DOCU Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 345 shares — an estimated $77K sold.

Jackson Grant Investment Advisers first reported a position in DOCU in Q4 2020 and held it in 1 quarter. The position peaked at $77K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Jackson Grant Investment Advisers reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 345 DocuSign shares in Q1 2021, an estimated $77K.
  • Jackson Grant Investment Advisers first reported a position in DocuSign in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's DocuSign position peaked at $77K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.