CSPIA
DOCU

Cary Street Partners Investment Advisory’s DocuSign DOCU Stock Holding History

Cary Street Partners Investment Advisory’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
2026
Q1 		$69.2K Buy
1,460
+899
+160% +$46K 0.02% 504
2025
Q4 		$38.4K Buy
561
+424
+309% +$29.3K 0.01% 537
2025
Q3 		$9.88K Buy
137
+44
+47% +$3.39K ﹤0.01% 537
2025
Q2 		$7.24K Buy
93
+17
+22% +$1.38K ﹤0.01% 529
2025
Q1 		$6.19K Sell
76
-985
-93% -$86.3K ﹤0.01% 510
2024
Q4 		$95.4K Buy
+1,061
New +$84.7K 0.06% 263
2024
Q3 		– Sell
-3,864
Closed -$207K – 768
2024
Q2 		$207K Buy
3,864
+174
+5% +$9.81K 0.01% 709
2024
Q1 		$220K Buy
3,690
+30
+0.8% +$1.69K 0.01% 645
2023
Q4 		$218K Buy
3,660
+850
+30% +$39K 0.01% 598
2023
Q3 		$118K Buy
2,810
+580
+26% +$28.4K 0.01% 666
2023
Q2 		$114K Hold
2,230
– – 0.01% 640
2023
Q1 		$130K Buy
2,230
+730
+49% +$43.5K 0.01% 553
2022
Q4 		$83.1K Buy
+1,500
New +$73K 0.01% 626
2020
Q4 		– Sell
-25
Closed -$5K – 480
2020
Q3 		$5K Buy
+25
New +$5.19K ﹤0.01% 835

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AQR Capital Management
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Geode Capital Management
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Ameriprise
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T. Rowe Price Associates
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