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 $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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Evoke Wealth's DOCU Position: Q4 2022 in Review

Evoke Wealth sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 1,728 shares — an estimated $92K sold.

Evoke Wealth first reported a position in DOCU in Q3 2019 and held it in 12 quarters. The position peaked at $2.54M in Q3 2019. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Evoke Wealth reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 1,728 DocuSign shares in Q4 2022, an estimated $92K.
  • Evoke Wealth first reported a position in DocuSign in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's DocuSign position peaked at $2.54M in Q3 2019.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.