Oxler Private Wealth’s DocuSign DOCU Stock Holding History

Oxler Private 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	-2,320	Closed	-$124K	–	143
2022 Q3	$124K	Hold	2,320	–	–	0.07%	119
2022 Q2	$133K	Hold	2,320	–	–	0.06%	117
2022 Q1	$248K	Sell	2,320 -1,511	-39%	-$173K	0.11%	100
2021 Q4	$583K	Sell	3,831 -13	-0.3%	-$2.96K	0.24%	86
2021 Q3	$989K	Hold	3,844	–	–	0.44%	63
2021 Q2	$1.07M	Buy	3,844 +500	+15%	+$112K	0.47%	58
2021 Q1	$676K	Buy	3,344 +500	+18%	+$116K	0.34%	77
2020 Q4	$632K	Buy	+2,844	New	+$639K	0.36%	64

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

Oxler Private Wealth's DOCU Position: Q4 2022 in Review

Oxler Private Wealth sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 2,320 shares — an estimated $124K sold.

Oxler Private Wealth first reported a position in DOCU in Q4 2020 and held it in 8 quarters. The position peaked at $1.07M in Q2 2021. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

Oxler Private Wealth reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 2,320 DocuSign shares in Q4 2022, an estimated $124K.
Oxler Private Wealth first reported a position in DocuSign in Q4 2020 and held it in 8 quarters.
Oxler Private Wealth's DocuSign position peaked at $1.07M in Q2 2021.
734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

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