XR Securities’s DocuSign DOCU Stock Holding History

XR Securities’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
2024 Q1	–	Sell	-4,000	Closed	-$238K	–	369
2023 Q4	$238K	Sell	4,000 -3,500	-47%	-$161K	0.01%	356
2023 Q3	$315K	Buy	7,500 +3,100	+70%	+$152K	0.02%	305
2023 Q2	$225K	Sell	4,400 -2,500	-36%	-$132K	0.01%	329
2023 Q1	$402K	Buy	+6,900	New	+$412K	0.01%	283
2022 Q1	–	Sell	-9,000	Closed	-$248K	–	392
2021 Q4	$248K	Buy	+9,000	New	+$2.05M	0.02%	192

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

XR Securities's DOCU Position: Q2 2022 in Review

XR Securities sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 2,108 shares — an estimated $226K sold.

XR Securities first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $1.88M in Q3 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

XR Securities reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
XR Securities sold 2,108 DocuSign shares in Q2 2022, an estimated $226K.
XR Securities first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
XR Securities's DocuSign position peaked at $1.88M in Q3 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on XR Securities's 13F filing for Q2 2022, filed 14 Jul 2022.