AWM
DOCU

Apollon Wealth Management’s DocuSign DOCU Stock Holding History

Apollon Wealth Management’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
2025
Q1 		– Sell
-2,336
Closed -$210K – 1227
2024
Q4 		$210K Sell
2,336
-926
-28% -$73.9K ﹤0.01% 1087
2024
Q3 		$203K Buy
+3,262
New +$183K 0.01% 1064
2024
Q2 		– Sell
-3,585
Closed -$213K – 1116
2024
Q1 		$213K Sell
3,585
-188
-5% -$10.6K 0.01% 1018
2023
Q4 		$224K Sell
3,773
-1,323
-26% -$60.7K 0.01% 960
2023
Q3 		$214K Sell
5,096
-692
-12% -$33.9K 0.01% 810
2023
Q2 		$296K Buy
5,788
+372
+7% +$19.7K 0.01% 745
2023
Q1 		$316K Buy
5,416
+124
+2% +$7.4K 0.02% 666
2022
Q4 		$293K Sell
5,292
-59
-1% -$2.87K 0.02% 670
2022
Q3 		$286K Buy
5,351
+60
+1% +$3.76K 0.02% 616
2022
Q2 		$304K Buy
5,291
+254
+5% +$20.6K 0.03% 562
2022
Q1 		$540K Buy
5,037
+347
+7% +$39.8K 0.04% 439
2021
Q4 		$714K Buy
4,690
+3,743
+395% +$853K 0.05% 380
2021
Q3 		$244K Buy
947
+184
+24% +$53K 0.03% 390
2021
Q2 		$213K Sell
763
-1,106
-59% -$247K 0.04% 340
2021
Q1 		$378K Buy
+1,869
New +$433K 0.07% 233
2020
Q3 		– Sell
-432
Closed -$74K – 288
2020
Q2 		$74K Buy
+432
New +$54.4K 0.04% 204

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return