Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
– Sell
-2,287
Closed -$589K – 353
2021
Q4
$589K Hold
2,287
– – 0.05% 207
2021
Q3
$589K Buy
2,287
+1
+0% +$288 0.05% 168
2021
Q2
$639K Sell
2,286
-2,436
-52% -$545K 0.05% 165
2021
Q1
$956K Sell
4,722
-149
-3% -$34.6K 0.08% 149
2020
Q4
$1.08M Buy
4,871
+1,778
+57% +$399K 0.1% 130
2020
Q3
$666K Buy
3,093
+496
+19% +$103K 0.07% 157
2020
Q2
$447K Hold
2,597
– – 0.05% 187
2020
Q1
$240K Buy
+2,597
New +$209K 0.04% 204

Other funds holding DOCU

CPWM LLC's DOCU Position: Q1 2022 in Review

CPWM LLC sold out of DocuSign (DOCU) in Q1 2022, closing a stake of 2,287 shares — an estimated $589K sold.

CPWM LLC first reported a position in DOCU in Q1 2020 and held it in 8 quarters. The position peaked at $1.08M in Q4 2020. 936 funds tracked by Wall St. Rank hold DOCU as of Q1 2022.

  • CPWM LLC reported no remaining DocuSign position as of Q1 2022 after selling out during the quarter.
  • CPWM LLC sold 2,287 DocuSign shares in Q1 2022, an estimated $589K.
  • CPWM LLC first reported a position in DocuSign in Q1 2020 and held it in 8 quarters.
  • CPWM LLC's DocuSign position peaked at $1.08M in Q4 2020.
  • 936 funds tracked by Wall St. Rank held DocuSign as of Q1 2022.

Based on CPWM LLC's 13F filing for Q1 2022, filed 13 May 2022.