SQA
DOCU

Simon Quick Advisors’s DocuSign DOCU Stock Holding History

Simon Quick 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
Q1 		– Sell
-100
Closed -$22K – 449
2020
Q4 		$22K Buy
+100
New +$22.5K 0.01% 325
2019
Q3 		– Sell
-8
Closed -$398 – 405
2019
Q2 		$398 Buy
+8
New +$427 ﹤0.01% 460

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simon Quick Advisors's DOCU Position: Q1 2021 in Review

Simon Quick Advisors sold out of DocuSign (DOCU) in Q1 2021, closing a stake of 100 shares — an estimated $22K sold.

Simon Quick Advisors first reported a position in DOCU in Q2 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2020. 970 funds tracked by Wall St. Rank hold DOCU as of Q1 2021.

  • Simon Quick Advisors reported no remaining DocuSign position as of Q1 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 100 DocuSign shares in Q1 2021, an estimated $22K.
  • Simon Quick Advisors first reported a position in DocuSign in Q2 2019 and held it in 2 quarters.
  • Simon Quick Advisors's DocuSign position peaked at $22K in Q4 2020.
  • 970 funds tracked by Wall St. Rank held DocuSign as of Q1 2021.

Based on Simon Quick Advisors's 13F filing for Q1 2021, filed 6 May 2021.