MBE Wealth Management’s DocuSign DOCU Stock Holding History

MBE 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
2020 Q2	–	Sell	-50	Closed	-$4K	–	163
2020 Q1	$4K	Buy	+50	New	+$4.02K	﹤0.01%	391

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 $3.37T AUM 44.26% 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

MBE Wealth Management's DOCU Position: Q2 2020 in Review

MBE Wealth Management sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 50 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in DOCU in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

MBE Wealth Management reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 50 DocuSign shares in Q2 2020, an estimated $4K.
MBE Wealth Management first reported a position in DocuSign in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's DocuSign position peaked at $4K in Q1 2020.
735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.