HR
DOCU

Howe & Rusling’s DocuSign DOCU Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-20
Closed -$1K – 1087
2022
Q2 		$1K Buy
20
+15
+300% +$1.21K ﹤0.01% 940
2022
Q1 		$1K Hold
5
– – ﹤0.01% 923
2021
Q4 		$1K Hold
5
– – ﹤0.01% 920
2021
Q3 		$1K Hold
5
– – ﹤0.01% 914
2021
Q2 		$1K Sell
5
-3
-38% -$671 ﹤0.01% 875
2021
Q1 		$2K Hold
8
– – ﹤0.01% 789
2020
Q4 		$2K Hold
8
– – ﹤0.01% 787
2020
Q3 		$2K Buy
+8
New +$1.66K ﹤0.01% 698

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Howe & Rusling's DOCU Position: Q3 2022 in Review

Howe & Rusling sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Howe & Rusling first reported a position in DOCU in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Howe & Rusling reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 20 DocuSign shares in Q3 2022, an estimated $1K.
  • Howe & Rusling first reported a position in DocuSign in Q3 2020 and held it in 8 quarters.
  • Howe & Rusling's DocuSign position peaked at $2K in Q1 2021.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.