HWA
DOCU

HHM Wealth Advisors’s DocuSign DOCU Stock Holding History

HHM Wealth Advisors’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 		– Sell
-52
Closed -$3K – 702
2022
Q3 		$3K Sell
52
-453
-90% -$28.4K ﹤0.01% 571
2022
Q2 		$29K Sell
505
-39
-7% -$3.16K 0.01% 359
2022
Q1 		$58K Hold
544
– – 0.01% 287
2021
Q4 		$83K Buy
544
+50
+10% +$11.4K 0.02% 238
2021
Q3 		$127K Hold
494
– – 0.03% 180
2021
Q2 		$138K Buy
494
+39
+9% +$8.72K 0.04% 173
2021
Q1 		$92K Hold
455
– – 0.03% 196
2020
Q4 		$101K Buy
+455
New +$102K 0.03% 169

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

HHM Wealth Advisors's DOCU Position: Q4 2022 in Review

HHM Wealth Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 52 shares — an estimated $3K sold.

HHM Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 8 quarters. The position peaked at $138K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • HHM Wealth Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 52 DocuSign shares in Q4 2022, an estimated $3K.
  • HHM Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 8 quarters.
  • HHM Wealth Advisors's DocuSign position peaked at $138K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.