Regal Wealth Group’s DocuSign DOCU Stock Holding History

Regal Wealth Group’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	-500	Closed	-$101K	–	102
2021 Q1	$101K	Hold	500	–	–	0.06%	62
2020 Q4	$111K	Hold	500	–	–	0.07%	59
2020 Q3	$108K	Hold	500	–	–	0.08%	58
2020 Q2	$86K	Hold	500	–	–	0.07%	60
2020 Q1	$46K	Hold	500	–	–	0.05%	71
2019 Q4	$37K	Sell	500 -500	-50%	-$34.4K	0.02%	94
2019 Q3	$62K	Hold	1,000	–	–	0.04%	69
2019 Q2	$50K	Buy	+1,000	New	+$53.4K	0.03%	75

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

Regal Wealth Group's DOCU Position: Q2 2021 in Review

Regal Wealth Group sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 500 shares — an estimated $101K sold.

Regal Wealth Group first reported a position in DOCU in Q2 2019 and held it in 8 quarters. The position peaked at $111K in Q4 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

Regal Wealth Group reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 500 DocuSign shares in Q2 2021, an estimated $101K.
Regal Wealth Group first reported a position in DocuSign in Q2 2019 and held it in 8 quarters.
Regal Wealth Group's DocuSign position peaked at $111K in Q4 2020.
1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.