1776 Wealth’s DocuSign DOCU Stock Holding History

1776 Wealth’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
2024 Q1	–	Sell	-3,679	Closed	-$219K	–	134
2023 Q4	$219K	Buy	+3,679	New	+$169K	0.11%	122
2023 Q3	–	Sell	-4,699	Closed	-$240K	–	132
2023 Q2	$240K	Sell	4,699 -500	-10%	-$26.5K	0.13%	116
2023 Q1	$303K	Hold	5,199	–	–	0.18%	96
2022 Q4	$288K	Sell	5,199 -2,710	-34%	-$132K	0.21%	97
2022 Q3	$423K	Sell	7,909 -1,500	-16%	-$94K	0.32%	63
2022 Q2	$540K	Sell	9,409 -100	-1%	-$8.1K	0.38%	50
2022 Q1	$1.02M	Buy	9,509 +250	+3%	+$28.7K	0.59%	30
2021 Q4	$1.41M	Buy	9,259 +1,300	+16%	+$296K	0.76%	28
2021 Q3	$2.03M	Sell	7,959 -185	-2%	-$53.3K	1.16%	21
2021 Q2	$2.28M	Hold	8,144	–	–	1.29%	18
2021 Q1	$1.57M	Sell	8,144 -660	-7%	-$153K	0.99%	22
2020 Q4	$1.96M	Sell	8,804 -100	-1%	-$22.5K	1.26%	16
2020 Q3	$1.92M	Sell	8,904 -306	-3%	-$63.5K	1.39%	14
2020 Q2	$1.59M	Sell	9,210 -8,350	-48%	-$1.05M	1.09%	16
2020 Q1	$1.46M	Buy	17,560 +8,655	+97%	+$696K	0.62%	29
2019 Q4	$659K	Buy	+8,905	New	+$612K	0.56%	31

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return