TrustCore Financial Services’s DocuSign DOCU Stock Holding History

TrustCore 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
2022 Q4	$25.7K	Sell	463 -1,525	-77%	-$74.2K	﹤0.01%	567
2022 Q3	$106K	Sell	1,988 -258	-11%	-$16.2K	0.01%	337
2022 Q2	$129K	Buy	2,246 +24	+1%	+$1.94K	0.01%	314
2022 Q1	$238K	Buy	2,222 +1,110	+100%	+$127K	0.02%	261
2021 Q4	$169K	Sell	1,112 -1,000	-47%	-$228K	0.02%	266
2021 Q3	$544K	Buy	2,112 +229	+12%	+$66K	0.05%	169
2021 Q2	$526K	Sell	1,883 -42	-2%	-$9.39K	0.06%	171
2021 Q1	$390K	Buy	1,925 +42	+2%	+$9.74K	0.05%	187
2020 Q4	$419K	Sell	1,883 -500	-21%	-$112K	0.05%	176
2020 Q3	$513K	Buy	2,383 +513	+27%	+$106K	0.08%	140
2020 Q2	$322K	Buy	1,870 +1,846	+7,692%	+$233K	0.06%	179
2020 Q1	$2K	Buy	+24	New	+$1.93K	﹤0.01%	765

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

TrustCore Financial Services's DOCU Position: Q4 2022 in Review

TrustCore Financial Services reduced its DocuSign (DOCU) stake by 77% in Q4 2022, selling an estimated $74.2K and leaving 463 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

TrustCore Financial Services first reported a position in DOCU in Q1 2020 and has held it in 12 quarters since. The position peaked at $544K in Q3 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

TrustCore Financial Services held 463 shares of DocuSign worth $25.7K as of Q4 2022.
TrustCore Financial Services sold 1,525 DocuSign shares in Q4 2022, an estimated $74.2K.
DocuSign made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #567 holding.
TrustCore Financial Services first reported a position in DocuSign in Q1 2020 and has held it in 12 quarters since.
TrustCore Financial Services's DocuSign position peaked at $544K in Q3 2021.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.