HBW Advisory Services’s DocuSign DOCU Stock Holding History

HBW Advisory 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
2022 Q3	–	Sell	-4,372	Closed	-$251K	–	239
2022 Q2	$251K	Buy	4,372 +1,136	+35%	+$92K	0.06%	191
2022 Q1	$347K	Buy	+3,236	New	+$371K	0.12%	161

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

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

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

HBW Advisory Services's DOCU Position: Q3 2022 in Review

HBW Advisory Services sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 4,372 shares — an estimated $251K sold.

HBW Advisory Services first reported a position in DOCU in Q1 2022 and held it in 2 quarters. The position peaked at $347K in Q1 2022. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

HBW Advisory Services reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
HBW Advisory Services sold 4,372 DocuSign shares in Q3 2022, an estimated $251K.
HBW Advisory Services first reported a position in DocuSign in Q1 2022 and held it in 2 quarters.
HBW Advisory Services's DocuSign position peaked at $347K in Q1 2022.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on HBW Advisory Services's 13F filing for Q3 2022, filed 5 Oct 2022.