PWS
DOCU

Paragon Wealth Strategies’s DocuSign DOCU Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-400
Closed -$22.2K – 88
2022
Q4 		$22.2K Buy
+400
New +$19.5K 0.03% 96
2021
Q3 		– Sell
-46
Closed -$13K – 105
2021
Q2 		$13K Buy
+46
New +$10.3K ﹤0.01% 164

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paragon Wealth Strategies's DOCU Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of DocuSign (DOCU) in Q1 2023, closing a stake of 400 shares — an estimated $22.2K sold.

Paragon Wealth Strategies first reported a position in DOCU in Q2 2021 and held it in 2 quarters. The position peaked at $22.2K in Q4 2022. 726 funds tracked by Wall St. Rank hold DOCU as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining DocuSign position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 400 DocuSign shares in Q1 2023, an estimated $22.2K.
  • Paragon Wealth Strategies first reported a position in DocuSign in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's DocuSign position peaked at $22.2K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held DocuSign as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.