SFA
DOCU

Souders Financial Advisors’s DocuSign DOCU Stock Holding History

Souders 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
2022
Q3 		– Sell
-5,921
Closed -$340K – 149
2022
Q2 		$340K Sell
5,921
-82
-1% -$6.64K 0.1% 113
2022
Q1 		$643K Sell
6,003
-11
-0.2% -$1.26K 0.19% 99
2021
Q4 		$916K Buy
6,014
+2,355
+64% +$537K 0.26% 79
2021
Q3 		$942K Buy
3,659
+39
+1% +$11.2K 0.3% 72
2021
Q2 		$1.01M Buy
3,620
+360
+11% +$80.5K 0.34% 67
2021
Q1 		$660K Buy
3,260
+317
+11% +$73.5K 0.26% 75
2020
Q4 		$654K Buy
2,943
+167
+6% +$37.5K 0.29% 69
2020
Q3 		$551K Sell
2,776
-1,246
-31% -$259K 0.26% 74
2020
Q2 		$693K Buy
4,022
+256
+7% +$32.3K 0.4% 57
2020
Q1 		$348K Buy
+3,766
New +$303K 0.31% 70

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

Souders Financial Advisors's DOCU Position: Q3 2022 in Review

Souders Financial Advisors sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 5,921 shares — an estimated $340K sold.

Souders Financial Advisors first reported a position in DOCU in Q1 2020 and held it in 10 quarters. The position peaked at $1.01M in Q2 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Souders Financial Advisors reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 5,921 DocuSign shares in Q3 2022, an estimated $340K.
  • Souders Financial Advisors first reported a position in DocuSign in Q1 2020 and held it in 10 quarters.
  • Souders Financial Advisors's DocuSign position peaked at $1.01M in Q2 2021.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Souders Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.