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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

DOCU holding history

DocuSign, Inc. in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOCU overviewAll 13F holders of DOCUFull Q3 2022 holdings

Shares (Q3 2022)
14,166
Value
$757.0K
% of portfolio
0.2%
Quarters held
3
Since Q1 2022
Holdings of DOCU by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202214,166$757.0K0.2%+3,154+28.6%AddedHolders
Q2 202211,012$632.0K0.2%+4,885+79.7%AddedHolders
Q1 20226,127$656.0K0.2%+6,127NewHolders