Highland Private Wealth Management’s DocuSign DOCU Stock Holding History

Highland Private Wealth Management’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	-9,754	Closed	-$522K	–	46
2022 Q3	$522K	Buy	+9,754	New	+$612K	0.08%	86
2019 Q4	–	Sell	-4,964	Closed	-$307K	–	133
2019 Q3	$307K	Sell	4,964 -10,000	-67%	-$524K	0.09%	81
2019 Q2	$744K	Sell	14,964 -21,000	-58%	-$1.12M	0.21%	46
2019 Q1	$1.86M	Buy	35,964 +718	+2%	+$36.6K	0.58%	26
2018 Q4	$1.41M	Buy	+35,246	New	+$1.48M	0.53%	26

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Highland Private Wealth Management's DOCU Position: Q4 2022 in Review

Highland Private Wealth Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 9,754 shares — an estimated $522K sold.

Highland Private Wealth Management first reported a position in DOCU in Q4 2018 and held it in 5 quarters. The position peaked at $1.86M in Q1 2019. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Highland Private Wealth Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 9,754 DocuSign shares in Q4 2022, an estimated $522K.
Highland Private Wealth Management first reported a position in DocuSign in Q4 2018 and held it in 5 quarters.
Highland Private Wealth Management's DocuSign position peaked at $1.86M in Q1 2019.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.