Castle Wealth Management’s DocuSign DOCU Stock Holding History

Castle Wealth Management’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 Q4	–	Sell	-1,030	Closed	-$55K	–	243
2022 Q3	$55K	Buy	1,030 +150	+17%	+$9.4K	0.03%	200
2022 Q2	$50K	Buy	+880	New	+$71.2K	0.03%	214

Other funds holding DOCU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Castle Wealth Management's DOCU Position: Q4 2022 in Review

Castle Wealth Management sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 1,030 shares — an estimated $55K sold.

Castle Wealth Management first reported a position in DOCU in Q2 2022 and held it in 2 quarters. The position peaked at $55K in Q3 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Castle Wealth Management reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 1,030 DocuSign shares in Q4 2022, an estimated $55K.
Castle Wealth Management first reported a position in DocuSign in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's DocuSign position peaked at $55K in Q3 2022.
735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.