JWM
DOCU

Jackson Wealth Management’s DocuSign DOCU Stock Holding History

Jackson Wealth Management’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
-5,000
Closed -$1.4M – 97
2021
Q2 		$1.4M Buy
+5,000
New +$1.12M 0.18% 93
2018
Q3 		– Sell
-10,000
Closed -$547K – 89
2018
Q2 		$547K Buy
+10,000
New +$505K 0.13% 83

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jackson Wealth Management's DOCU Position: Q3 2021 in Review

Jackson Wealth Management sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 5,000 shares — an estimated $1.4M sold.

Jackson Wealth Management first reported a position in DOCU in Q2 2018 and held it in 2 quarters. The position peaked at $1.4M in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Jackson Wealth Management reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 5,000 DocuSign shares in Q3 2021, an estimated $1.4M.
  • Jackson Wealth Management first reported a position in DocuSign in Q2 2018 and held it in 2 quarters.
  • Jackson Wealth Management's DocuSign position peaked at $1.4M in Q2 2021.
  • 1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.