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CIAS
DOCU
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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