CCA
DOCU

Catalyst Capital Advisors’s DocuSign DOCU Stock Holding History

Catalyst Capital Advisors’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
-794
Closed -$43K – 326
2022
Q3 		$43K Sell
794
-3,009
-79% -$189K ﹤0.01% 270
2022
Q2 		$218K Sell
3,803
-7,298
-66% -$591K 0.01% 213
2022
Q1 		$1.19M Buy
11,101
+28
+0.3% +$3.21K 0.05% 158
2021
Q4 		$1.69M Sell
11,073
-514
-4% -$117K 0.08% 147
2021
Q3 		$2.98M Buy
11,587
+1,473
+15% +$424K 0.15% 100
2021
Q2 		$2.83M Buy
10,114
+3
+0% +$671 0.14% 107
2021
Q1 		$2.05M Sell
10,111
-62,269
-86% -$14.4M 0.11% 111
2020
Q4 		$16.1M Sell
72,380
-11,570
-14% -$2.6M 0.9% 13
2020
Q3 		$18.1M Sell
83,950
-4,200
-5% -$872K 1.02% 12
2020
Q2 		$15.2M Sell
88,150
-7,850
-8% -$989K 0.78% 13
2020
Q1 		$8.87M Buy
+96,000
New +$7.72M 0.44% 27
2019
Q4 		– Sell
-375
Closed -$23K – 329
2019
Q3 		$23K Buy
+375
New +$19.6K ﹤0.01% 289
2018
Q3 		– Sell
-130
Closed -$7K – 468
2018
Q2 		$7K Buy
+130
New +$6.56K ﹤0.01% 399

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Catalyst Capital Advisors's DOCU Position: Q4 2022 in Review

Catalyst Capital Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 794 shares — an estimated $43K sold.

Catalyst Capital Advisors first reported a position in DOCU in Q2 2018 and held it in 13 quarters. The position peaked at $18.1M in Q3 2020. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Catalyst Capital Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Catalyst Capital Advisors sold 794 DocuSign shares in Q4 2022, an estimated $43K.
  • Catalyst Capital Advisors first reported a position in DocuSign in Q2 2018 and held it in 13 quarters.
  • Catalyst Capital Advisors's DocuSign position peaked at $18.1M in Q3 2020.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Catalyst Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.