WAM
DOCU

Wealthspire Advisors (Maryland)’s DocuSign DOCU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-26
Closed -$1K – 860
2019
Q1 		$1K Buy
26
+2
+8% +$102 ﹤0.01% 2320
2018
Q4 		$1K Buy
24
+20
+500% +$840 ﹤0.01% 2255
2018
Q3 		$0 Buy
+4
New +$227 ﹤0.01% 2409

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $133M AUM 50.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DOCU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of DocuSign (DOCU) in Q2 2019, closing a stake of 26 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DOCU in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 347 funds tracked by Wall St. Rank hold DOCU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DocuSign position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 26 DocuSign shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in DocuSign in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s DocuSign position peaked at $1K in Q1 2019.
  • 347 funds tracked by Wall St. Rank held DocuSign as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.