Capital Advisory Group Advisory Services’s DocuSign DOCU Stock Holding History

Capital Advisory Group 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 Q2	–	Sell	-119	Closed	-$13K	–	280
2022 Q1	$13K	Buy	+119	New	+$13.7K	0.01%	338
2021 Q4	–	Sell	-862	Closed	-$222K	–	252
2021 Q3	$222K	Sell	862 -2,903	-77%	-$836K	0.08%	185
2021 Q2	$1.05M	Buy	3,765 +301	+9%	+$67.3K	0.38%	67
2021 Q1	$701K	Buy	3,464 +343	+11%	+$79.5K	0.27%	88
2020 Q4	$694K	Sell	3,121 -223	-7%	-$50.1K	0.29%	79
2020 Q3	$720K	Buy	3,344 +78	+2%	+$16.2K	0.37%	63
2020 Q2	$562K	Buy	+3,266	New	+$412K	0.31%	72

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Advisory Group Advisory Services's DOCU Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of DocuSign (DOCU) in Q2 2022, closing a stake of 119 shares — an estimated $13K sold.

Capital Advisory Group Advisory Services first reported a position in DOCU in Q2 2020 and held it in 7 quarters. The position peaked at $1.05M in Q2 2021. 791 funds tracked by Wall St. Rank hold DOCU as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining DocuSign position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 119 DocuSign shares in Q2 2022, an estimated $13K.
Capital Advisory Group Advisory Services first reported a position in DocuSign in Q2 2020 and held it in 7 quarters.
Capital Advisory Group Advisory Services's DocuSign position peaked at $1.05M in Q2 2021.
791 funds tracked by Wall St. Rank held DocuSign as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.