SFS
DOCU

Sowell Financial Services’s DocuSign DOCU Stock Holding History

Sowell Financial Services’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 		– Sell
-1,678
Closed -$325K – 1082
2021
Q1 		$325K Sell
1,678
-362
-18% -$83.9K 0.01% 812
2020
Q4 		$453K Sell
2,040
-856
-30% -$192K 0.02% 551
2020
Q3 		$623K Sell
2,896
-286
-9% -$59.4K 0.03% 413
2020
Q2 		$548K Buy
3,182
+1,775
+126% +$224K 0.03% 428
2020
Q1 		$130K Buy
1,407
+143
+11% +$11.5K 0.01% 770
2019
Q4 		$94K Buy
1,264
+604
+92% +$41.5K 0.01% 937
2019
Q3 		$41K Buy
+660
New +$34.6K ﹤0.01% 1054

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 $999B AUM 46.22% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sowell Financial Services's DOCU Position: Q2 2021 in Review

Sowell Financial Services sold out of DocuSign (DOCU) in Q2 2021, closing a stake of 1,678 shares — an estimated $325K sold.

Sowell Financial Services first reported a position in DOCU in Q3 2019 and held it in 7 quarters. The position peaked at $623K in Q3 2020. 1,028 funds tracked by Wall St. Rank hold DOCU as of Q2 2021.

  • Sowell Financial Services reported no remaining DocuSign position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,678 DocuSign shares in Q2 2021, an estimated $325K.
  • Sowell Financial Services first reported a position in DocuSign in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's DocuSign position peaked at $623K in Q3 2020.
  • 1,028 funds tracked by Wall St. Rank held DocuSign as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.