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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return