UR
DOCU

USCA RIA’s DocuSign DOCU Stock Holding History

USCA RIA’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 		$3.88M Sell
13,886
-5,850
-30% -$1.31M 0.24% 122
2021
Q1 		$4M Buy
19,736
+7,896
+67% +$1.83M 0.26% 109
2020
Q4 		$2.63M Sell
11,840
-4,905
-29% -$1.1M 0.18% 114
2020
Q3 		$3.6M Buy
16,745
+295
+2% +$61.2K 0.28% 79
2020
Q2 		$2.83M Buy
16,450
+4,000
+32% +$504K 0.25% 92
2020
Q1 		$1.15M Buy
12,450
+4,750
+62% +$382K 0.13% 168
2019
Q4 		$571K Hold
7,700
– – 0.05% 312
2019
Q3 		$477K Buy
+7,700
New +$403K 0.05% 308

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

USCA RIA's DOCU Position: Q2 2021 in Review

USCA RIA reduced its DocuSign (DOCU) stake by 30% in Q2 2021, selling an estimated $1.31M and leaving 13,886 shares worth $3.88M. The position accounts for 0.24% of the portfolio, ranked #122.

USCA RIA first reported a position in DOCU in Q3 2019 and has held it in 8 quarters since. The position peaked at $4M in Q1 2021. 1,026 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • USCA RIA held 13,886 shares of DocuSign worth $3.88M as of Q2 2021.
  • USCA RIA sold 5,850 DocuSign shares in Q2 2021, an estimated $1.31M.
  • DocuSign made up 0.24% of USCA RIA's portfolio in Q2 2021, its #122 holding.
  • USCA RIA first reported a position in DocuSign in Q3 2019 and has held it in 8 quarters since.
  • USCA RIA's DocuSign position peaked at $4M in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.