Capital Investment Advisory Services’s DocuSign DOCU Stock Holding History

Capital Investment 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
2024 Q1	–	Sell	-1,836	Closed	-$109K	–	967
2023 Q4	$109K	Buy	+1,836	New	+$84.2K	0.01%	571
2023 Q2	–	Sell	-5,130	Closed	-$299K	–	881
2023 Q1	$299K	Sell	5,130 -466	-8%	-$27.8K	0.04%	363
2022 Q4	$310K	Buy	+5,596	New	+$272K	0.04%	367
2022 Q2	–	Sell	-2,728	Closed	-$292K	–	836
2022 Q1	$292K	Sell	2,728 -1,055	-28%	-$121K	0.03%	393
2021 Q4	$576K	Sell	3,783 -1,233	-25%	-$281K	0.07%	251
2021 Q3	$1.29M	Buy	5,016 +65	+1%	+$18.7K	0.16%	128
2021 Q2	$1.38M	Buy	4,951 +2,754	+125%	+$616K	0.17%	119
2021 Q1	$445K	Buy	2,197 +300	+16%	+$69.6K	0.06%	266
2020 Q4	$422K	Buy	1,897 +970	+105%	+$218K	0.06%	274
2020 Q3	$200K	Sell	927 -250	-21%	-$51.9K	0.04%	358
2020 Q2	$203K	Buy	+1,177	New	+$148K	0.04%	311

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Capital Investment Advisory Services's DOCU Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of DocuSign (DOCU) in Q1 2024, closing a stake of 1,836 shares — an estimated $109K sold.

Capital Investment Advisory Services first reported a position in DOCU in Q2 2020 and held it in 11 quarters. The position peaked at $1.38M in Q2 2021. 686 funds tracked by Wall St. Rank hold DOCU as of Q1 2024.

Capital Investment Advisory Services reported no remaining DocuSign position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 1,836 DocuSign shares in Q1 2024, an estimated $109K.
Capital Investment Advisory Services first reported a position in DocuSign in Q2 2020 and held it in 11 quarters.
Capital Investment Advisory Services's DocuSign position peaked at $1.38M in Q2 2021.
686 funds tracked by Wall St. Rank held DocuSign as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.