Canvas Wealth Advisors’s DocuSign DOCU Stock Holding History

Canvas Wealth Advisors’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 Q4	–	Sell	-7,829	Closed	-$315K	–	129
2023 Q3	$315K	Buy	7,829 +3,305	+73%	+$162K	0.13%	91
2023 Q2	$234K	Buy	+4,524	New	+$240K	0.09%	119
2023 Q1	–	Sell	-3,965	Closed	-$228K	–	142
2022 Q4	$228K	Sell	3,965 -1,288	-25%	-$62.7K	0.1%	130
2022 Q3	$257K	Sell	5,253 -13,401	-72%	-$840K	0.11%	105
2022 Q2	$1.07M	Sell	18,654 -13,810	-43%	-$1.12M	0.43%	52
2022 Q1	$2.73M	Buy	32,464 +19,087	+143%	+$2.19M	0.99%	27
2021 Q4	$2.04M	Sell	13,377 -12,292	-48%	-$2.8M	0.73%	36
2021 Q3	$6.61M	Buy	25,669 +1,833	+8%	+$528K	2.7%	7
2021 Q2	$6.66M	Buy	23,836 +5,635	+31%	+$1.26M	2.99%	7
2021 Q1	$3.89M	Buy	+18,201	New	+$4.22M	2.27%	11

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Canvas Wealth Advisors's DOCU Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of DocuSign (DOCU) in Q4 2023, closing a stake of 7,829 shares — an estimated $315K sold.

Canvas Wealth Advisors first reported a position in DOCU in Q1 2021 and held it in 10 quarters. The position peaked at $6.66M in Q2 2021. 706 funds tracked by Wall St. Rank hold DOCU as of Q4 2023.

Canvas Wealth Advisors reported no remaining DocuSign position as of Q4 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 7,829 DocuSign shares in Q4 2023, an estimated $315K.
Canvas Wealth Advisors first reported a position in DocuSign in Q1 2021 and held it in 10 quarters.
Canvas Wealth Advisors's DocuSign position peaked at $6.66M in Q2 2021.
706 funds tracked by Wall St. Rank held DocuSign as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.