Private Capital Advisors’s DocuSign DOCU Stock Holding History

Private Capital 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 Q2	–	Sell	-2,083	Closed	-$422K	–	101
2021 Q1	$422K	Buy	+2,083	New	+$483K	0.08%	71
2020 Q4	–	Sell	-2,500	Closed	-$538K	–	102
2020 Q3	$538K	Buy	+2,500	New	+$519K	0.12%	62

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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Private Capital Advisors's DOCU Position: Q2 2021 in Review

Private Capital Advisors sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 2,083 shares — an estimated $422K sold.

Private Capital Advisors first reported a position in DOCU in Q3 2020 and held it in 2 quarters. The position peaked at $538K in Q3 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Private Capital Advisors reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Private Capital Advisors sold 2,083 DocuSign shares in Q2 2021, an estimated $422K.
Private Capital Advisors first reported a position in DocuSign in Q3 2020 and held it in 2 quarters.
Private Capital Advisors's DocuSign position peaked at $538K in Q3 2020.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Private Capital Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.