WJWM
DOCU

Williams Jones Wealth Management’s DocuSign DOCU Stock Holding History

Williams Jones Wealth 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
2021
Q3 		– Sell
-875
Closed -$245K – 503
2021
Q2 		$245K Sell
875
-825
-49% -$184K ﹤0.01% 439
2021
Q1 		$344K Sell
1,700
-210
-11% -$48.7K 0.01% 364
2020
Q4 		$425K Buy
1,910
+85
+5% +$19.1K 0.01% 307
2020
Q3 		$393K Sell
1,825
-200
-10% -$41.5K 0.01% 299
2020
Q2 		$349K Buy
+2,025
New +$255K 0.01% 300

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Williams Jones Wealth Management's DOCU Position: Q3 2021 in Review

Williams Jones Wealth Management sold out of DocuSign (DOCU) in Q3 2021, closing a stake of 875 shares — an estimated $245K sold.

Williams Jones Wealth Management first reported a position in DOCU in Q2 2020 and held it in 5 quarters. The position peaked at $425K in Q4 2020. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

  • Williams Jones Wealth Management reported no remaining DocuSign position as of Q3 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 875 DocuSign shares in Q3 2021, an estimated $245K.
  • Williams Jones Wealth Management first reported a position in DocuSign in Q2 2020 and held it in 5 quarters.
  • Williams Jones Wealth Management's DocuSign position peaked at $425K in Q4 2020.
  • 1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Williams Jones Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.