AIP
DOCU

Almanack Investment Partners’s DocuSign DOCU Stock Holding History

Almanack Investment Partners’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
-73
Closed -$4K – 428
2022
Q3 		$4K Buy
+73
New +$4.58K ﹤0.01% 611
2022
Q1 		– Sell
-1,618
Closed -$246K – 509
2021
Q4 		$246K Buy
+1,618
New +$369K 0.02% 422

Other funds holding DOCU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Almanack Investment Partners's DOCU Position: Q4 2022 in Review

Almanack Investment Partners sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 73 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in DOCU in Q4 2021 and held it in 2 quarters. The position peaked at $246K in Q4 2021. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Almanack Investment Partners reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 73 DocuSign shares in Q4 2022, an estimated $4K.
  • Almanack Investment Partners first reported a position in DocuSign in Q4 2021 and held it in 2 quarters.
  • Almanack Investment Partners's DocuSign position peaked at $246K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.