Octavia Wealth Advisors’s DocuSign DOCU Stock Holding History

Octavia Wealth 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	-4,153	Closed	-$222K	–	189
2022 Q3	$222K	Buy	4,153 +144	+4%	+$9.03K	0.06%	150
2022 Q2	$232K	Buy	4,009 +389	+11%	+$31.5K	0.06%	148
2022 Q1	$388K	Buy	3,620 +590	+19%	+$67.7K	0.09%	119
2021 Q4	$461K	Buy	3,030 +878	+41%	+$200K	0.1%	108
2021 Q3	$556K	Sell	2,152 -560	-21%	-$161K	0.14%	88
2021 Q2	$758K	Buy	2,712 +392	+17%	+$87.7K	0.2%	70
2021 Q1	$470K	Buy	+2,320	New	+$538K	0.14%	97

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Octavia Wealth Advisors's DOCU Position: Q4 2022 in Review

Octavia Wealth Advisors sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 4,153 shares — an estimated $222K sold.

Octavia Wealth Advisors first reported a position in DOCU in Q1 2021 and held it in 7 quarters. The position peaked at $758K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Octavia Wealth Advisors reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Octavia Wealth Advisors sold 4,153 DocuSign shares in Q4 2022, an estimated $222K.
Octavia Wealth Advisors first reported a position in DocuSign in Q1 2021 and held it in 7 quarters.
Octavia Wealth Advisors's DocuSign position peaked at $758K in Q2 2021.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Octavia Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.