BCA
DOCU

Bay Colony Advisors’s DocuSign DOCU Stock Holding History

Bay Colony 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
2025
Q2 		– Sell
-2,769
Closed -$230K – 481
2025
Q1 		$230K Buy
+2,769
New +$243K 0.04% 387
2021
Q4 		– Sell
-1,505
Closed -$387K – 370
2021
Q3 		$387K Buy
1,505
+308
+26% +$88.7K 0.13% 195
2021
Q2 		$335K Buy
1,197
+115
+11% +$25.7K 0.11% 228
2021
Q1 		$219K Sell
1,082
-190
-15% -$44.1K 0.08% 294
2020
Q4 		$283K Buy
1,272
+92
+8% +$20.7K 0.15% 199
2020
Q3 		$254K Buy
+1,180
New +$245K 0.16% 185
2018
Q3 		– Sell
-70
Closed -$4K – 369
2018
Q2 		$4K Buy
+70
New +$3.53K ﹤0.01% 799

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
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