HFS
DOCU

HBC Financial Services’s DocuSign DOCU Stock Holding History

HBC Financial Services’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
2023
Q4 		– Sell
-10
Closed – – 169
2023
Q3 		$0 Hold
10
– – ﹤0.01% 175
2023
Q2 		$0 Hold
10
– – ﹤0.01% 180
2023
Q1 		$0 Hold
10
– – ﹤0.01% 184
2022
Q4 		$0 Buy
+10
New +$487 ﹤0.01% 165
2021
Q3 		– Sell
-5,360
Closed -$56K – 166
2021
Q2 		$56K Buy
5,360
+5,350
+53,500% +$1.2M 0.04% 57
2021
Q1 		$2.33K Hold
10
– – ﹤0.01% 158
2020
Q4 		$2K Hold
10
– – ﹤0.01% 143
2020
Q3 		$2K Sell
10
-5,350
-100% -$1.11M ﹤0.01% 144
2020
Q2 		$58K Hold
5,360
– – 0.05% 54
2020
Q1 		$49K Buy
5,360
+5,350
+53,500% +$430K 0.06% 56
2019
Q4 		$1K Buy
+10
New +$687 ﹤0.01% 162

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HBC Financial Services's DOCU Position: Q4 2023 in Review

HBC Financial Services sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 10 shares.

HBC Financial Services first reported a position in DOCU in Q4 2019 and held it in 11 quarters. The position peaked at $58K in Q2 2020. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

  • HBC Financial Services reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 10 DocuSign shares in Q4 2023.
  • HBC Financial Services first reported a position in DocuSign in Q4 2019 and held it in 11 quarters.
  • HBC Financial Services's DocuSign position peaked at $58K in Q2 2020.
  • 706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.