Lowe Wealth Advisors’s DocuSign DOCU Stock Holding History

Lowe 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
2020 Q2	–	Sell	-15	Closed	-$1K	–	275
2020 Q1	$1K	Buy	+15	New	+$1.21K	﹤0.01%	265

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lowe Wealth Advisors's DOCU Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in DOCU in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

Lowe Wealth Advisors reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 15 DocuSign shares in Q2 2020, an estimated $1K.
Lowe Wealth Advisors first reported a position in DocuSign in Q1 2020 and held it in 1 quarter.
Lowe Wealth Advisors's DocuSign position peaked at $1K in Q1 2020.
735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.