CA
DOCU

Cetera Advisors’s DocuSign DOCU Stock Holding History

Cetera 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
2024
Q1 		$766K Buy
12,866
+3,542
+38% +$200K 0.01% 1308
2023
Q4 		$554K Sell
9,324
-12,969
-58% -$595K 0.01% 1070
2023
Q3 		$936K Buy
22,293
+3,375
+18% +$165K 0.01% 749
2023
Q2 		$967K Sell
18,918
-248
-1% -$13.1K 0.02% 726
2023
Q1 		$1.12M Buy
19,166
+8,206
+75% +$489K 0.02% 649
2022
Q4 		$607K Buy
10,960
+885
+9% +$43.1K 0.01% 879
2022
Q3 		$539K Sell
10,075
-341
-3% -$21.4K 0.01% 753
2022
Q2 		$598K Sell
10,416
-2,104
-17% -$170K 0.01% 769
2022
Q1 		$1.34M Buy
12,520
+47
+0.4% +$5.39K 0.03% 515
2021
Q4 		$1.9M Buy
12,473
+753
+6% +$172K 0.04% 414
2021
Q3 		$3.02M Buy
11,720
+764
+7% +$220K 0.06% 313
2021
Q2 		$3.06M Sell
10,956
-450
-4% -$101K 0.07% 274
2021
Q1 		$2.31M Buy
11,406
+2,552
+29% +$592K 0.06% 289
2020
Q4 		$1.97M Buy
8,854
+674
+8% +$151K 0.06% 277
2020
Q3 		$1.76M Sell
8,180
-2,926
-26% -$607K 0.07% 268
2020
Q2 		$1.91M Buy
11,106
+8,248
+289% +$1.04M 0.08% 231
2020
Q1 		$264K Buy
2,858
+137
+5% +$11K 0.01% 637
2019
Q4 		$203K Buy
+2,721
New +$187K 0.01% 855

Other funds holding DOCU

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State Street
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Coatue Management
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Capital World Investors
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NMO
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American Century Companies
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return