BWM
DOCU

Baystate Wealth Management’s DocuSign DOCU Stock Holding History

Baystate 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
2023
Q4 		– Sell
-150
Closed -$6.3K – 1324
2023
Q3 		$6.3K Sell
150
-75
-33% -$3.68K ﹤0.01% 654
2023
Q2 		$11.5K Buy
225
+149
+196% +$7.89K ﹤0.01% 544
2023
Q1 		$4.43K Hold
76
– – ﹤0.01% 708
2022
Q4 		$4K Hold
76
– – ﹤0.01% 703
2022
Q3 		$4K Hold
76
– – ﹤0.01% 660
2022
Q2 		$4K Hold
76
– – ﹤0.01% 681
2022
Q1 		$8K Hold
76
– – ﹤0.01% 605
2021
Q4 		$12K Hold
76
– – ﹤0.01% 540
2021
Q3 		$20K Hold
76
– – ﹤0.01% 422
2021
Q2 		$21K Hold
76
– – ﹤0.01% 390
2021
Q1 		$15K Buy
76
+39
+105% +$9.04K ﹤0.01% 421
2020
Q4 		$8K Buy
+37
New +$8.31K ﹤0.01% 444

Other funds holding DOCU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return