3F
DOCU

360 Financial’s DocuSign DOCU Stock Holding History

360 Financial’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
2022
Q2 		– Sell
-2,670
Closed -$300K – 84
2022
Q1 		$300K Buy
2,670
+200
+8% +$23K 0.14% 69
2021
Q4 		$376K Hold
2,470
– – 0.17% 65
2021
Q3 		$636K Hold
2,470
– – 0.33% 38
2021
Q2 		$691K Buy
2,470
+100
+4% +$22.4K 0.36% 36
2021
Q1 		$480K Sell
2,370
-220
-8% -$51K 0.27% 42
2020
Q4 		$576K Buy
2,590
+1,220
+89% +$274K 0.34% 35
2020
Q3 		$295K Sell
1,370
-200
-13% -$41.5K 0.21% 57
2020
Q2 		$310K Buy
+1,570
New +$198K 0.26% 49

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

360 Financial's DOCU Position: Q2 2022 in Review

360 Financial sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,670 shares — an estimated $300K sold.

360 Financial first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $691K in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

  • 360 Financial reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
  • 360 Financial sold 2,670 DocuSign shares in Q2 2022, an estimated $300K.
  • 360 Financial first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • 360 Financial's DocuSign position peaked at $691K in Q2 2021.
  • 791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on 360 Financial's 13F filing for Q2 2022, filed 4 Aug 2022.