Personal Wealth Partners’s DocuSign DOCU Stock Holding History

Personal Wealth Partners’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	-265	Closed	-$74K	–	171
2021 Q2	$74K	Buy	+265	New	+$59.3K	0.03%	134

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal Wealth Partners's DOCU Position: Q3 2021 in Review

Personal Wealth Partners sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 265 shares — an estimated $74K sold.

Personal Wealth Partners first reported a position in DOCU in Q2 2021 and held it in 1 quarter. The position peaked at $74K in Q2 2021. 1,037 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Personal Wealth Partners reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 265 DocuSign shares in Q3 2021, an estimated $74K.
Personal Wealth Partners first reported a position in DocuSign in Q2 2021 and held it in 1 quarter.
Personal Wealth Partners's DocuSign position peaked at $74K in Q2 2021.
1,037 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.