AFS
DOCU

Annapolis Financial Services’s DocuSign DOCU Stock Holding History

Annapolis Financial 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
-10
Closed -$1K – 463
2022
Q3 		$1K Hold
10
– – ﹤0.01% 471
2022
Q2 		$1K Hold
10
– – ﹤0.01% 408
2022
Q1 		$1K Hold
10
– – ﹤0.01% 430
2021
Q4 		$2K Buy
10
+1
+11% +$228 ﹤0.01% 405
2021
Q3 		$2K Hold
9
– – ﹤0.01% 395
2021
Q2 		$3K Hold
9
– – ﹤0.01% 353
2021
Q1 		$2K Hold
9
– – ﹤0.01% 357
2020
Q4 		$2K Buy
+9
New +$2.02K ﹤0.01% 360

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 $3.38T AUM 44.17% 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

Annapolis Financial Services's DOCU Position: Q4 2022 in Review

Annapolis Financial Services sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Annapolis Financial Services first reported a position in DOCU in Q4 2020 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Annapolis Financial Services reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 10 DocuSign shares in Q4 2022, an estimated $1K.
  • Annapolis Financial Services first reported a position in DocuSign in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's DocuSign position peaked at $3K in Q2 2021.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.