HWM
DOCU

HighMark Wealth Management’s DocuSign DOCU Stock Holding History

HighMark 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
2023
Q2 		– Sell
-74
Closed -$4.31K – 580
2023
Q1 		$4.31K Hold
74
– – ﹤0.01% 422
2022
Q4 		$4.1K Hold
74
– – ﹤0.01% 365
2022
Q3 		$4K Hold
74
– – ﹤0.01% 354
2022
Q2 		$4K Hold
74
– – ﹤0.01% 367
2022
Q1 		$8K Hold
74
– – 0.01% 293
2021
Q4 		$11K Buy
+74
New +$16.9K 0.01% 244

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HighMark Wealth Management's DOCU Position: Q2 2023 in Review

HighMark Wealth Management sold out of DocuSign (DOCU) in Q2 2023, closing a stake of 74 shares — an estimated $4.31K sold.

HighMark Wealth Management first reported a position in DOCU in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 711 funds tracked by Wall St. Rank hold DOCU as of Q2 2023.

  • HighMark Wealth Management reported no remaining DocuSign position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 74 DocuSign shares in Q2 2023, an estimated $4.31K.
  • HighMark Wealth Management first reported a position in DocuSign in Q4 2021 and held it in 6 quarters.
  • HighMark Wealth Management's DocuSign position peaked at $11K in Q4 2021.
  • 711 funds tracked by Wall St. Rank held DocuSign as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.