Avestar Capital’s DocuSign DOCU Stock Holding History

Avestar Capital’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
2021 Q3	–	Sell	-1,000	Closed	-$261K	–	461
2021 Q2	$261K	Buy	+1,000	New	+$224K	0.04%	358

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Avestar Capital's DOCU Position: Q4 2022 in Review

Avestar Capital sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 3,787 shares — an estimated $202K sold.

Avestar Capital first reported a position in DOCU in Q4 2019 and held it in 10 quarters. The position peaked at $698K in Q1 2022. 736 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Avestar Capital reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Avestar Capital sold 3,787 DocuSign shares in Q4 2022, an estimated $202K.
Avestar Capital first reported a position in DocuSign in Q4 2019 and held it in 10 quarters.
Avestar Capital's DocuSign position peaked at $698K in Q1 2022.
736 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Avestar Capital's 13F filing for Q4 2022, filed 20 Jan 2023.