New World Advisors’s DocuSign DOCU Stock Holding History

New World 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 Q3	–	Sell	-1,486	Closed	-$415K	–	81
2021 Q2	$415K	Buy	+1,486	New	+$332K	0.28%	71
2019 Q2	–	Sell	-2,710	Closed	-$140K	–	45
2019 Q1	$140K	Buy	+2,710	New	+$138K	0.1%	20

Other funds holding DOCU

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

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

BlackRock New York $6.73T AUM 46.02% 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

Jennison Associates New York $167B AUM 44.17% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New World Advisors's DOCU Position: Q3 2021 in Review

New World Advisors sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 1,486 shares — an estimated $415K sold.

New World Advisors first reported a position in DOCU in Q1 2019 and held it in 2 quarters. The position peaked at $415K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

New World Advisors reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
New World Advisors sold 1,486 DocuSign shares in Q3 2021, an estimated $415K.
New World Advisors first reported a position in DocuSign in Q1 2019 and held it in 2 quarters.
New World Advisors's DocuSign position peaked at $415K in Q2 2021.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on New World Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.