HFA
DOCU

Hoover Financial Advisors’s DocuSign DOCU Stock Holding History

Hoover Financial 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
2021
Q2 		$44K Sell
158
-274
-63% -$61.3K 0.01% 290
2021
Q1 		$85K Sell
432
-24
-5% -$5.57K 0.02% 208
2020
Q4 		$114K Buy
+456
New +$102K 0.03% 158

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Hoover Financial Advisors's DOCU Position: Q2 2021 in Review

Hoover Financial Advisors reduced its DocuSign (DOCU) stake by 63% in Q2 2021, selling an estimated $61.3K and leaving 158 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #290.

Hoover Financial Advisors first reported a position in DOCU in Q4 2020 and has held it in 3 quarters since. The position peaked at $114K in Q4 2020. 1,027 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Hoover Financial Advisors held 158 shares of DocuSign worth $44K as of Q2 2021.
  • Hoover Financial Advisors sold 274 DocuSign shares in Q2 2021, an estimated $61.3K.
  • DocuSign made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #290 holding.
  • Hoover Financial Advisors first reported a position in DocuSign in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's DocuSign position peaked at $114K in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.