Old North State Trust’s DocuSign DOCU Stock Holding History

Old North State Trust’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	-34	Closed	-$2K	–	448
2022 Q3	$2K	Buy	+34	New	+$2.13K	﹤0.01%	329
2022 Q1	–	Sell	-34	Closed	-$5K	–	181
2021 Q4	$5K	Hold	34	–	–	﹤0.01%	317
2021 Q3	$9K	Hold	34	–	–	0.01%	288
2021 Q2	$10K	Hold	34	–	–	0.01%	300
2021 Q1	$7K	Hold	34	–	–	0.01%	305
2020 Q4	$8K	Buy	+34	New	+$7.64K	0.01%	308

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 $3.37T AUM 44.26% 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

Old North State Trust's DOCU Position: Q4 2022 in Review

Old North State Trust sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 34 shares — an estimated $2K sold.

Old North State Trust first reported a position in DOCU in Q4 2020 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Old North State Trust reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Old North State Trust sold 34 DocuSign shares in Q4 2022, an estimated $2K.
Old North State Trust first reported a position in DocuSign in Q4 2020 and held it in 6 quarters.
Old North State Trust's DocuSign position peaked at $10K in Q2 2021.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Old North State Trust's 13F filing for Q4 2022, filed 14 Feb 2023.