Annex Advisory Services’s DocuSign DOCU Stock Holding History

Annex Advisory 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 Q3	–	Sell	-4,798	Closed	-$275K	–	243
2022 Q2	$275K	Buy	+4,798	New	+$388K	0.02%	201
2022 Q1	–	Sell	-12,011	Closed	-$1.83M	–	254
2021 Q4	$1.83M	Buy	12,011 +8,193	+215%	+$1.87M	0.13%	92
2021 Q3	$982K	Sell	3,818 -2,356	-38%	-$679K	0.08%	111
2021 Q2	$1.72M	Buy	6,174 +1,460	+31%	+$326K	0.14%	90
2021 Q1	$954K	Sell	4,714 -221	-4%	-$51.2K	0.09%	114
2020 Q4	$1.1M	Buy	+4,935	New	+$1.11M	0.11%	102

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Annex Advisory Services's DOCU Position: Q3 2022 in Review

Annex Advisory Services sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 4,798 shares — an estimated $275K sold.

Annex Advisory Services first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $1.83M in Q4 2021. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Annex Advisory Services reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Annex Advisory Services sold 4,798 DocuSign shares in Q3 2022, an estimated $275K.
Annex Advisory Services first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Annex Advisory Services's DocuSign position peaked at $1.83M in Q4 2021.
737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Annex Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.