Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-225
Closed -$12K 326
2022
Q4
$12K Hold
225
﹤0.01% 277
2022
Q3
$12K Hold
225
﹤0.01% 279
2022
Q2
$13K Sell
225
-25
-10% -$2.02K ﹤0.01% 280
2022
Q1
$27K Buy
250
+80
+47% +$9.18K ﹤0.01% 247
2021
Q4
$26K Hold
170
﹤0.01% 246
2021
Q3
$44K Buy
+170
New +$49K 0.01% 221

Other funds holding DOCU

Arrow Financial's DOCU Position: Q1 2023 in Review

Arrow Financial sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 225 shares — an estimated $12K sold.

Arrow Financial first reported a position in DOCU in Q3 2021 and held it in 6 quarters. The position peaked at $44K in Q3 2021. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Arrow Financial reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Arrow Financial sold 225 DocuSign shares in Q1 2023, an estimated $12K.
  • Arrow Financial first reported a position in DocuSign in Q3 2021 and held it in 6 quarters.
  • Arrow Financial's DocuSign position peaked at $44K in Q3 2021.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Arrow Financial's 13F filing for Q1 2023, filed 3 May 2023.