AWMS
DOCU

Advocacy Wealth Management Services’s DocuSign DOCU Stock Holding History

Advocacy Wealth Management 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 		– Sell
-5
Closed – – 62
2022
Q3 		$0 Hold
5
– – ﹤0.01% 135
2022
Q2 		$0 Hold
5
– – ﹤0.01% 148
2022
Q1 		$1K Hold
5
– – ﹤0.01% 162
2021
Q4 		$1K Hold
5
– – ﹤0.01% 159
2021
Q3 		$1K Hold
5
– – ﹤0.01% 154
2021
Q2 		$1K Hold
5
– – ﹤0.01% 170
2021
Q1 		$1K Buy
+5
New +$1.16K ﹤0.01% 135

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advocacy Wealth Management Services's DOCU Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 5 shares.

Advocacy Wealth Management Services first reported a position in DOCU in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 5 DocuSign shares in Q4 2022.
  • Advocacy Wealth Management Services first reported a position in DocuSign in Q1 2021 and held it in 7 quarters.
  • Advocacy Wealth Management Services's DocuSign position peaked at $1K in Q1 2022.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.