AWA
DOCU

Arkadios Wealth Advisors’s DocuSign DOCU Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$317K Sell
6,678
-9,019
-57% -$461K 0.01% 1338
2025
Q4 		$1.07M Sell
15,697
-1,894
-11% -$131K 0.02% 668
2025
Q3 		$1.27M Buy
17,591
+646
+4% +$49.8K 0.03% 547
2025
Q2 		$1.32M Buy
+16,945
New +$1.37M 0.04% 467
2021
Q4 		– Sell
-652
Closed -$167K – 872
2021
Q3 		$167K Sell
652
-51
-7% -$14.7K 0.02% 555
2021
Q2 		$196K Buy
703
+30
+4% +$6.71K 0.02% 533
2021
Q1 		$136K Sell
673
-896
-57% -$208K 0.02% 477
2020
Q4 		$348K Buy
1,569
+884
+129% +$199K 0.07% 238
2020
Q3 		$161K Buy
685
+294
+75% +$61K 0.08% 210
2020
Q2 		$76.8K Buy
391
+3
+0.8% +$378 0.04% 298
2020
Q1 		$35.9K Hold
388
– – 0.02% 388
2019
Q4 		$34.2K Buy
+388
New +$26.7K 0.02% 369

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return