WF
DOCU

WoodTrust Financial’s DocuSign DOCU Stock Holding History

WoodTrust Financial’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
-3,661
Closed -$211K – 143
2022
Q2 		$211K Sell
3,661
-5,250
-59% -$425K 0.05% 138
2022
Q1 		$955K Buy
8,911
+5,735
+181% +$658K 0.19% 75
2021
Q4 		$484K Buy
3,176
+230
+8% +$52.4K 0.1% 98
2021
Q3 		$759K Buy
2,946
+1,535
+109% +$442K 0.18% 71
2021
Q2 		$395K Buy
+1,411
New +$315K 0.1% 73
2021
Q1 		– Sell
-1,096
Closed -$244K – 107
2020
Q4 		$244K Buy
1,096
+11
+1% +$2.47K 0.08% 86
2020
Q3 		$234K Sell
1,085
-100
-8% -$20.8K 0.08% 88
2020
Q2 		$204K Buy
+1,185
New +$149K 0.08% 83

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

WoodTrust Financial's DOCU Position: Q3 2022 in Review

WoodTrust Financial sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 3,661 shares — an estimated $211K sold.

WoodTrust Financial first reported a position in DOCU in Q2 2020 and held it in 8 quarters. The position peaked at $955K in Q1 2022. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • WoodTrust Financial reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • WoodTrust Financial sold 3,661 DocuSign shares in Q3 2022, an estimated $211K.
  • WoodTrust Financial first reported a position in DocuSign in Q2 2020 and held it in 8 quarters.
  • WoodTrust Financial's DocuSign position peaked at $955K in Q1 2022.
  • 738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on WoodTrust Financial's 13F filing for Q3 2022, filed 28 Oct 2022.