AWS
DOCU

Atria Wealth Solutions’s DocuSign DOCU Stock Holding History

Atria Wealth Solutions’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
Q2 		$236K Sell
3,001
-6,326
-68% -$512K 0.01% 1282
2025
Q1 		$759K Buy
9,327
+369
+4% +$32.3K 0.01% 992
2024
Q4 		$806K Sell
8,958
-7,168
-44% -$572K 0.01% 1020
2024
Q3 		$1M Buy
16,126
+1,523
+10% +$85.4K 0.01% 916
2024
Q2 		$781K Buy
14,603
+2,507
+21% +$141K 0.01% 1009
2024
Q1 		$720K Buy
12,096
+2,581
+27% +$146K 0.01% 1065
2023
Q4 		$566K Sell
9,515
-485
-5% -$22.2K 0.01% 1147
2023
Q3 		$420K Sell
10,000
-3,779
-27% -$185K 0.01% 1218
2023
Q2 		$704K Sell
13,779
-2,804
-17% -$149K 0.01% 1003
2023
Q1 		$967K Buy
16,583
+1,122
+7% +$66.9K 0.01% 807
2022
Q4 		$854K Buy
15,461
+3,882
+34% +$189K 0.01% 822
2022
Q3 		$619K Buy
11,579
+6,756
+140% +$424K 0.01% 916
2022
Q2 		$277K Sell
4,823
-5,704
-54% -$462K 0.01% 1253
2022
Q1 		$1.13M Buy
+10,527
New +$1.21M 0.02% 680

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return