WWMSC
DOCU

Wagner Wealth Management (South Carolina)’s DocuSign DOCU Stock Holding History

Wagner Wealth Management (South Carolina)’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
-761
Closed -$41K – 361
2022
Q3 		$41K Hold
761
– – 0.03% 226
2022
Q2 		$44K Buy
+761
New +$61.6K 0.04% 216
2022
Q1 		– Sell
-19
Closed -$3K – 327
2021
Q4 		$3K Sell
19
-79
-81% -$18K ﹤0.01% 601
2021
Q3 		$27K Buy
+98
New +$28.2K 0.02% 334

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DOCU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 761 shares — an estimated $41K sold.

Wagner Wealth Management (South Carolina) first reported a position in DOCU in Q3 2021 and held it in 4 quarters. The position peaked at $44K in Q2 2022. 735 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 761 DocuSign shares in Q4 2022, an estimated $41K.
  • Wagner Wealth Management (South Carolina) first reported a position in DocuSign in Q3 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s DocuSign position peaked at $44K in Q2 2022.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.