JA
DOCU

JOYN Advisors’s DocuSign DOCU Stock Holding History

JOYN 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
2020
Q1 		$238K Buy
+2,580
New +$207K 0.08% 86
2019
Q4 		– Sell
-4,093
Closed -$253K – 128
2019
Q3 		$253K Buy
+4,093
New +$214K 0.06% 87
2019
Q2 		– Sell
-4,093
Closed -$212K – 133
2019
Q1 		$212K Buy
4,093
+1,840
+82% +$93.9K 0.05% 108
2018
Q4 		$90K Buy
+2,253
New +$94.7K 0.02% 212

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JOYN Advisors's DOCU Position: Q1 2020 in Review

JOYN Advisors opened a new position in DocuSign (DOCU) in Q1 2020: 2,580 shares worth $238K. The stake represents 0.08% of the portfolio and ranks #86 among its holdings. This is a return to the name: JOYN Advisors previously reported a position in DOCU as recently as Q3 2019.

JOYN Advisors first reported a position in DOCU in Q4 2018 and has held it in 4 quarters since. The position peaked at $253K in Q3 2019. 570 funds tracked by Wall St. Rank hold DOCU as of Q1 2020.

  • JOYN Advisors held 2,580 shares of DocuSign worth $238K as of Q1 2020.
  • DocuSign was a new JOYN Advisors position in Q1 2020.
  • DocuSign made up 0.08% of JOYN Advisors's portfolio in Q1 2020, its #86 holding.
  • JOYN Advisors first reported a position in DocuSign in Q4 2018 and has held it in 4 quarters since.
  • JOYN Advisors's DocuSign position peaked at $253K in Q3 2019.
  • 570 funds tracked by Wall St. Rank held DocuSign as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.