BMWM
DOCU

Brown Miller Wealth Management’s DocuSign DOCU Stock Holding History

Brown Miller 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
-6,283
Closed -$264K – 124
2023
Q3 		$264K Buy
6,283
+859
+16% +$42.1K 0.15% 106
2023
Q2 		$277K Buy
5,424
+398
+8% +$21.1K 0.15% 105
2023
Q1 		$293K Sell
5,026
-207
-4% -$12.3K 0.17% 100
2022
Q4 		$290K Buy
5,233
+379
+8% +$18.4K 0.18% 98
2022
Q3 		$259K Buy
4,854
+807
+20% +$50.6K 0.18% 99
2022
Q2 		$232K Buy
4,047
+824
+26% +$66.7K 0.16% 102
2022
Q1 		$345K Buy
3,223
+303
+10% +$34.8K 0.2% 86
2021
Q4 		$444K Buy
2,920
+690
+31% +$157K 0.25% 71
2021
Q3 		$574K Buy
2,230
+32
+1% +$9.22K 0.36% 59
2021
Q2 		$614K Buy
2,198
+295
+16% +$66K 0.39% 58
2021
Q1 		$385K Buy
1,903
+659
+53% +$153K 0.27% 77
2020
Q4 		$277K Buy
+1,244
New +$279K 0.21% 90

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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