HBK Sorce Advisory’s DocuSign DOCU Stock Holding History

HBK Sorce Advisory’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 Q1	–	Sell	-2,603	Closed	-$396K	–	569
2021 Q4	$396K	Buy	2,603 +103	+4%	+$23.5K	0.02%	381
2021 Q3	$644K	Buy	2,500 +195	+8%	+$56.2K	0.04%	273
2021 Q2	$644K	Sell	2,305 -879	-28%	-$197K	0.04%	280
2021 Q1	$645K	Buy	3,184 +781	+33%	+$181K	0.04%	255
2020 Q4	$534K	Buy	2,403 +239	+11%	+$53.7K	0.03%	268
2020 Q3	$466K	Buy	+2,164	New	+$449K	0.03%	270
2020 Q2	–	Sell	-4,681	Closed	-$433K	–	443
2020 Q1	$433K	Buy	4,681 +530	+13%	+$42.6K	0.04%	226
2019 Q4	$308K	Buy	+4,151	New	+$285K	0.03%	341

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

HBK Sorce Advisory's DOCU Position: Q1 2022 in Review

HBK Sorce Advisory sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 2,603 shares — an estimated $396K sold.

HBK Sorce Advisory first reported a position in DOCU in Q4 2019 and held it in 8 quarters. The position peaked at $645K in Q1 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

HBK Sorce Advisory reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
HBK Sorce Advisory sold 2,603 DocuSign shares in Q1 2022, an estimated $396K.
HBK Sorce Advisory first reported a position in DocuSign in Q4 2019 and held it in 8 quarters.
HBK Sorce Advisory's DocuSign position peaked at $645K in Q1 2021.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on HBK Sorce Advisory's 13F filing for Q1 2022, filed 13 May 2022.