Sonora Investment Management’s DocuSign DOCU Stock Holding History

Sonora Investment 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
2021 Q3	$238K	Buy	925 +500	+118%	+$144K	0.03%	188
2021 Q2	$119K	Sell	425 -83	-16%	-$18.6K	0.02%	260
2021 Q1	$103K	Sell	508 -23	-4%	-$5.33K	0.01%	406
2020 Q4	$118K	Buy	531 +5	+1%	+$1.12K	0.01%	386
2020 Q3	$113K	Sell	526 -37	-7%	-$7.68K	0.01%	360
2020 Q2	$97K	Sell	563 -82	-13%	-$10.3K	0.01%	346
2020 Q1	$60K	Hold	645	–	–	0.01%	407
2019 Q4	$48K	Buy	645 +45	+8%	+$3.09K	﹤0.01%	561
2019 Q3	$37K	Hold	600	–	–	﹤0.01%	622
2019 Q2	$30K	Hold	600	–	–	﹤0.01%	684
2019 Q1	$31K	Buy	+600	New	+$30.6K	﹤0.01%	623

Other funds holding DOCU

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sonora Investment Management's DOCU Position: Q3 2021 in Review

Sonora Investment Management increased its DocuSign (DOCU) stake by 118% in Q3 2021, buying an estimated $144K and bringing the position to 925 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #188.

Sonora Investment Management first reported a position in DOCU in Q1 2019 and has held it in 11 quarters since. 1,039 funds tracked by Wall St. Rank hold DOCU as of Q3 2021.

Sonora Investment Management held 925 shares of DocuSign worth $238K as of Q3 2021.
Sonora Investment Management bought 500 DocuSign shares in Q3 2021, an estimated $144K.
DocuSign made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #188 holding.
Sonora Investment Management first reported a position in DocuSign in Q1 2019 and has held it in 11 quarters since.
1,039 funds tracked by Wall St. Rank held DocuSign as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.