American Portfolios Advisors’s DocuSign DOCU Stock Holding History

American Portfolios Advisors’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 Q3	$716K	Sell	13,398 -463	-3%	-$29K	0.03%	524
2022 Q2	$795K	Sell	13,861 -836	-6%	-$67.7K	0.03%	497
2022 Q1	$1.57M	Buy	14,697 +2,731	+23%	+$313K	0.05%	345
2021 Q4	$1.82M	Buy	11,966 +2,909	+32%	+$663K	0.06%	307
2021 Q3	$2.33M	Sell	9,057 -2,215	-20%	-$638K	0.09%	232
2021 Q2	$3.15M	Buy	11,272 +2,213	+24%	+$495K	0.12%	167
2021 Q1	$1.83M	Buy	9,059 +386	+4%	+$89.5K	0.08%	249
2020 Q4	$1.93M	Sell	8,673 -1,107	-11%	-$249K	0.1%	199
2020 Q3	$2.11M	Buy	9,780 +356	+4%	+$73.9K	0.12%	161
2020 Q2	$1.62M	Sell	9,424 -11,053	-54%	-$1.39M	0.11%	189
2020 Q1	$1.89M	Buy	20,477 +14,445	+239%	+$1.16M	0.16%	137
2019 Q4	$447K	Buy	6,032 +690	+13%	+$47.4K	0.03%	459
2019 Q3	$331K	Hold	5,342	–	–	0.03%	539
2019 Q2	$266K	Buy	5,342 +5,273	+7,642%	+$282K	0.02%	600
2019 Q1	$3.58K	Sell	69 -2,241	-97%	-$114K	﹤0.01%	2200
2018 Q4	$92.6K	Buy	2,310 +2,300	+23,000%	+$96.6K	0.01%	753
2018 Q3	$526	Buy	+10	New	+$567	﹤0.01%	2338

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

American Portfolios Advisors's DOCU Position: Q3 2022 in Review

American Portfolios Advisors reduced its DocuSign (DOCU) stake by 3.3% in Q3 2022, selling an estimated $29K and leaving 13,398 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #524.

American Portfolios Advisors first reported a position in DOCU in Q3 2018 and has held it in 17 quarters since. The position peaked at $3.15M in Q2 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

American Portfolios Advisors held 13,398 shares of DocuSign worth $716K as of Q3 2022.
American Portfolios Advisors sold 463 DocuSign shares in Q3 2022, an estimated $29K.
DocuSign made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #524 holding.
American Portfolios Advisors first reported a position in DocuSign in Q3 2018 and has held it in 17 quarters since.
American Portfolios Advisors's DocuSign position peaked at $3.15M in Q2 2021.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.