SFO
DOCU

Stokes Family Office’s DocuSign DOCU Stock Holding History

Stokes Family Office’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
Q3 		– Sell
-9,568
Closed -$549K – 278
2022
Q2 		$549K Buy
9,568
+510
+6% +$41.3K 0.07% 155
2022
Q1 		$970K Sell
9,058
-391
-4% -$44.9K 0.13% 102
2021
Q4 		$1.44M Buy
9,449
+3
+0% +$684 0.18% 83
2021
Q3 		$2.43M Sell
9,446
-37
-0.4% -$10.7K 0.34% 63
2021
Q2 		$2.65M Sell
9,483
-2
-0% -$447 0.38% 61
2021
Q1 		$1.92M Sell
9,485
-1
-0% -$232 0.3% 66
2020
Q4 		$2.11M Buy
9,486
+46
+0.5% +$10.3K 0.42% 53
2020
Q3 		$2.03M Sell
9,440
-2,116
-18% -$439K 0.46% 51
2020
Q2 		$1.99M Buy
11,556
+5,952
+106% +$750K 0.5% 51
2020
Q1 		$518K Buy
5,604
+180
+3% +$14.5K 0.14% 95
2019
Q4 		$402K Buy
+5,424
New +$373K 0.09% 103

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Stokes Family Office's DOCU Position: Q3 2022 in Review

Stokes Family Office sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 9,568 shares — an estimated $549K sold.

Stokes Family Office first reported a position in DOCU in Q4 2019 and held it in 11 quarters. The position peaked at $2.65M in Q2 2021. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Stokes Family Office reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Stokes Family Office sold 9,568 DocuSign shares in Q3 2022, an estimated $549K.
  • Stokes Family Office first reported a position in DocuSign in Q4 2019 and held it in 11 quarters.
  • Stokes Family Office's DocuSign position peaked at $2.65M in Q2 2021.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Stokes Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.