AWM
DOCU

Avior Wealth Management’s DocuSign DOCU Stock Holding History

Avior 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
-542
Closed -$48.7K – 1162
2024
Q4 		$48.7K Buy
542
+145
+37% +$11.6K ﹤0.01% 1160
2024
Q3 		$24.6K Sell
397
-104
-21% -$5.83K ﹤0.01% 1335
2024
Q2 		$26.8K Sell
501
-42
-8% -$2.37K ﹤0.01% 1289
2024
Q1 		$32.3K Buy
543
+252
+87% +$14.2K ﹤0.01% 1405
2023
Q4 		$17.3K Buy
291
+71
+32% +$3.26K ﹤0.01% 906
2023
Q3 		$9.24K Sell
220
-150
-41% -$7.35K ﹤0.01% 1054
2023
Q2 		$18.9K Buy
370
+80
+28% +$4.24K ﹤0.01% 940
2023
Q1 		$16.9K Sell
290
-50
-15% -$2.98K ﹤0.01% 977
2022
Q4 		$18.8K Hold
340
– – ﹤0.01% 762
2022
Q3 		$18K Buy
340
+70
+26% +$4.39K ﹤0.01% 757
2022
Q2 		$15K Hold
270
– – ﹤0.01% 710
2022
Q1 		$28K Buy
270
+220
+440% +$25.2K ﹤0.01% 665
2021
Q4 		$7K Sell
50
-50
-50% -$11.4K ﹤0.01% 843
2021
Q3 		$25K Buy
100
+15
+18% +$4.32K ﹤0.01% 629
2021
Q2 		$23K Sell
85
-95
-53% -$21.2K ﹤0.01% 632
2021
Q1 		$36K Buy
180
+50
+38% +$11.6K ﹤0.01% 552
2020
Q4 		$28K Sell
130
-10
-7% -$2.25K ﹤0.01% 566
2020
Q3 		$30K Buy
140
+40
+40% +$8.3K ﹤0.01% 549
2020
Q2 		$17K Buy
+100
New +$12.6K ﹤0.01% 592
2019
Q3 		– Sell
-72
Closed -$4K – 798
2019
Q2 		$4K Buy
+72
New +$3.85K ﹤0.01% 667

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