Ownership history in AE Wealth Management LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in DOCUSIGN INC (DOCU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AE Wealth Management LLC underperformed the S&P 500 by β0.8% annually on this DOCU position. Timing score: 53% (10/19 decisions correct). Average cost basis: $152.75. Maximum drawdown during holding period: β85.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 19 add/trim decisions correct
Best entry: $42.00 (2023 Q3) Β· Worst: $257.43 (2021 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 10 trims. Bought during 5 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size