Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
– Sell
-4,115
Closed -$627K – 150
2021
Q4
$627K Sell
4,115
-1,155
-22% -$263K 0.32% 87
2021
Q3
$1.36M Buy
5,270
+780
+17% +$225K 0.73% 42
2021
Q2
$1.25M Buy
4,490
+650
+17% +$145K 0.67% 45
2021
Q1
$777K Buy
3,840
+400
+12% +$92.8K 0.47% 75
2020
Q4
$765K Buy
+3,440
New +$773K 0.48% 72

Other funds holding DOCU

AFT Forsyth & Company's DOCU Position: Q1 2022 in Review

AFT Forsyth & Company sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 4,115 shares — an estimated $627K sold.

AFT Forsyth & Company first reported a position in DOCU in Q4 2020 and held it in 5 quarters. The position peaked at $1.36M in Q3 2021. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • AFT Forsyth & Company reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 4,115 DocuSign shares in Q1 2022, an estimated $627K.
  • AFT Forsyth & Company first reported a position in DocuSign in Q4 2020 and held it in 5 quarters.
  • AFT Forsyth & Company's DocuSign position peaked at $1.36M in Q3 2021.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on AFT Forsyth & Company's 13F filing for Q1 2022, filed 10 May 2022.