SEIA
DOCU

Signature Estate & Investment Advisors’s DocuSign DOCU Stock Holding History

Signature Estate & Investment 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
-8,489
Closed -$1.72M – 166
2021
Q1 		$1.72M Buy
8,489
+1,323
+18% +$307K 0.08% 77
2020
Q4 		$1.59M Buy
7,166
+490
+7% +$110K 0.09% 77
2020
Q3 		$1.44M Sell
6,676
-1,291
-16% -$268K 0.09% 72
2020
Q2 		$1.37M Buy
+7,967
New +$1M 0.1% 65

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Signature Estate & Investment Advisors's DOCU Position: Q2 2021 in Review

Signature Estate & Investment Advisors sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 8,489 shares — an estimated $1.72M sold.

Signature Estate & Investment Advisors first reported a position in DOCU in Q2 2020 and held it in 4 quarters. The position peaked at $1.72M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Signature Estate & Investment Advisors reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 8,489 DocuSign shares in Q2 2021, an estimated $1.72M.
  • Signature Estate & Investment Advisors first reported a position in DocuSign in Q2 2020 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's DocuSign position peaked at $1.72M in Q1 2021.
  • 1,027 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.