LVW Advisors’s DocuSign DOCU Stock Holding History

LVW 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	-3,064	Closed	-$681K	–	217
2020 Q4	$681K	Buy	3,064 +95	+3%	+$21.3K	0.14%	95
2020 Q3	$639K	Sell	2,969 -381	-11%	-$79.1K	0.14%	88
2020 Q2	$577K	Buy	+3,350	New	+$422K	0.14%	91

Other funds holding DOCU

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LVW Advisors's DOCU Position: Q1 2021 in Review

LVW Advisors sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 3,064 shares — an estimated $681K sold.

LVW Advisors first reported a position in DOCU in Q2 2020 and held it in 3 quarters. The position peaked at $681K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

LVW Advisors reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
LVW Advisors sold 3,064 DocuSign shares in Q1 2021, an estimated $681K.
LVW Advisors first reported a position in DocuSign in Q2 2020 and held it in 3 quarters.
LVW Advisors's DocuSign position peaked at $681K in Q4 2020.
970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on LVW Advisors's 13F filing for Q1 2021, filed 19 Apr 2021.