EW
DOCU

Evoke Wealth’s DocuSign DOCU Stock Holding History

Evoke Wealth’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
-1,728
Closed -$92K – 576
2022
Q3 		$92K Sell
1,728
-310
-15% -$19.4K ﹤0.01% 426
2022
Q2 		$117K Sell
2,038
-291
-12% -$23.6K ﹤0.01% 390
2022
Q1 		$249K Buy
2,329
+121
+5% +$13.9K 0.01% 311
2021
Q4 		$336K Buy
2,208
+310
+16% +$70.7K 0.01% 289
2021
Q3 		$488K Buy
1,898
+170
+10% +$49K 0.02% 232
2021
Q2 		$483K Sell
1,728
-29
-2% -$6.48K 0.02% 240
2021
Q1 		$356K Buy
1,757
+29
+2% +$6.72K 0.02% 246
2020
Q4 		$384K Hold
1,728
– – 0.03% 175
2020
Q3 		$372K Hold
1,728
– – 0.03% 153
2020
Q2 		$298K Buy
1,728
+108
+7% +$13.6K 0.03% 156
2020
Q1 		$150K Buy
+1,620
New +$130K 0.02% 213
2019
Q4 		– Sell
-41,002
Closed -$2.54M – 1297
2019
Q3 		$2.54M Buy
+41,002
New +$2.15M 0.31% 44

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return