Capital Asset Advisory Services’s DocuSign DOCU Stock Holding History

Capital Asset 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 Q1	–	Sell	-1,959	Closed	-$298K	–	577
2021 Q4	$298K	Sell	1,959 -109	-5%	-$24.9K	0.03%	326
2021 Q3	$532K	Buy	2,068 +50	+2%	+$14.4K	0.06%	248
2021 Q2	$564K	Sell	2,018 -118	-6%	-$26.4K	0.06%	235
2021 Q1	$432K	Sell	2,136 -1,873	-47%	-$434K	0.06%	276
2020 Q4	$891K	Buy	4,009 +770	+24%	+$173K	0.16%	112
2020 Q3	$697K	Sell	3,239 -652	-17%	-$135K	0.15%	124
2020 Q2	$746K	Sell	3,891 -2,825	-42%	-$356K	0.16%	119
2020 Q1	$800K	Buy	6,716 +1,102	+20%	+$88.6K	0.21%	88
2019 Q4	$479K	Buy	+5,614	New	+$386K	0.11%	177

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

Capital Asset Advisory Services's DOCU Position: Q1 2022 in Review

Capital Asset Advisory Services sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 1,959 shares — an estimated $298K sold.

Capital Asset Advisory Services first reported a position in DOCU in Q4 2019 and held it in 9 quarters. The position peaked at $891K in Q4 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

Capital Asset Advisory Services reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 1,959 DocuSign shares in Q1 2022, an estimated $298K.
Capital Asset Advisory Services first reported a position in DocuSign in Q4 2019 and held it in 9 quarters.
Capital Asset Advisory Services's DocuSign position peaked at $891K in Q4 2020.
936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on Capital Asset Advisory Services's 13F filing for Q1 2022, filed 29 Apr 2022.