SMFS
DOCU

Squar Milner Financial Services’s DocuSign DOCU Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-3,006
Closed -$277K – 338
2020
Q1 		$277K Buy
3,006
+380
+14% +$30.6K 0.17% 127
2019
Q4 		$194K Buy
+2,626
New +$180K 0.1% 205
2019
Q3 		– Sell
-94
Closed -$5K – 339
2019
Q2 		$5K Sell
94
-87
-48% -$4.65K ﹤0.01% 587
2019
Q1 		$9K Buy
181
+114
+170% +$5.82K 0.01% 537
2018
Q4 		$3K Sell
67
-37
-36% -$1.55K ﹤0.01% 639
2018
Q3 		$5K Buy
+104
New +$5.9K ﹤0.01% 599

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Squar Milner Financial Services's DOCU Position: Q2 2020 in Review

Squar Milner Financial Services sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 3,006 shares — an estimated $277K sold.

Squar Milner Financial Services first reported a position in DOCU in Q3 2018 and held it in 6 quarters. The position peaked at $277K in Q1 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

  • Squar Milner Financial Services reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 3,006 DocuSign shares in Q2 2020, an estimated $277K.
  • Squar Milner Financial Services first reported a position in DocuSign in Q3 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's DocuSign position peaked at $277K in Q1 2020.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.