CASC
DOCU

Coppell Advisory Solutions Corp’s DocuSign DOCU Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-20
Closed -$1.11K – 429
2022
Q4 		$1.11K Buy
+20
New +$974 ﹤0.01% 930

Other funds holding DOCU

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions Corp's DOCU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 20 shares — an estimated $1.11K sold.

Coppell Advisory Solutions Corp first reported a position in DOCU in Q4 2022 and held it in 1 quarter. The position peaked at $1.11K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 20 DocuSign shares in Q1 2023, an estimated $1.11K.
  • Coppell Advisory Solutions Corp first reported a position in DocuSign in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's DocuSign position peaked at $1.11K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.