HWMA
DOCU

Heritage Wealth Management (Arizona)’s DocuSign DOCU Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$2.22K Buy
40
+20
+100% +$974 ﹤0.01% 972
2022
Q3 		$1K Hold
20
– – ﹤0.01% 929
2022
Q2 		$1.15K Hold
20
– – ﹤0.01% 919
2022
Q1 		$2K Buy
+20
New +$2.29K ﹤0.01% 890
2021
Q3 		$5K Hold
20
– – ﹤0.01% 724
2021
Q2 		$6K Hold
20
– – ﹤0.01% 717
2021
Q1 		$4K Buy
+20
New +$4.64K ﹤0.01% 660

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DOCU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its DocuSign (DOCU) stake by 100% in Q4 2022, buying an estimated $974 and bringing the position to 40 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Heritage Wealth Management (Arizona) first reported a position in DOCU in Q1 2021 and has held it in 7 quarters since. The position peaked at $6K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 40 shares of DocuSign worth $2.22K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 20 DocuSign shares in Q4 2022, an estimated $974.
  • DocuSign made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #972 holding.
  • Heritage Wealth Management (Arizona) first reported a position in DocuSign in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s DocuSign position peaked at $6K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.