CNBT
DOCU

Canandaigua National Bank & Trust’s DocuSign DOCU Stock Holding History

Canandaigua National Bank & Trust’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
2023
Q3 		– Sell
-8,399
Closed -$429K – 260
2023
Q2 		$429K Sell
8,399
-295
-3% -$15.6K 0.07% 179
2023
Q1 		$507K Buy
+8,694
New +$519K 0.09% 169

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canandaigua National Bank & Trust's DOCU Position: Q3 2023 in Review

Canandaigua National Bank & Trust sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 8,399 shares — an estimated $429K sold.

Canandaigua National Bank & Trust first reported a position in DOCU in Q1 2023 and held it in 2 quarters. The position peaked at $507K in Q1 2023. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Canandaigua National Bank & Trust reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Canandaigua National Bank & Trust sold 8,399 DocuSign shares in Q3 2023, an estimated $429K.
  • Canandaigua National Bank & Trust first reported a position in DocuSign in Q1 2023 and held it in 2 quarters.
  • Canandaigua National Bank & Trust's DocuSign position peaked at $507K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2023, filed 10 Oct 2023.