Symphony Asset Management’s DocuSign DOCU Stock Holding History

Symphony Asset Management’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	-2,989	Closed	-$276K	–	41
2020 Q1	$276K	Sell	2,989 -1,354	-31%	-$109K	0.09%	39
2019 Q4	$322K	Sell	4,343 -227	-5%	-$15.6K	0.07%	121
2019 Q3	$283K	Sell	4,570 -297	-6%	-$15.6K	0.06%	136
2019 Q2	$242K	Sell	4,867 -104	-2%	-$5.55K	0.05%	147
2019 Q1	$258K	Buy	+4,971	New	+$254K	0.07%	140
2018 Q4	–	Sell	-22,277	Closed	-$1.17M	–	182
2018 Q3	$1.17M	Buy	+22,277	New	+$1.26M	0.32%	36

Other funds holding DOCU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Symphony Asset Management's DOCU Position: Q2 2020 in Review

Symphony Asset Management sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 2,989 shares — an estimated $276K sold.

Symphony Asset Management first reported a position in DOCU in Q3 2018 and held it in 6 quarters. The position peaked at $1.17M in Q3 2018. 734 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

Symphony Asset Management reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
Symphony Asset Management sold 2,989 DocuSign shares in Q2 2020, an estimated $276K.
Symphony Asset Management first reported a position in DocuSign in Q3 2018 and held it in 6 quarters.
Symphony Asset Management's DocuSign position peaked at $1.17M in Q3 2018.
734 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Symphony Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.