CTA
DOCU

Colonial Trust Advisors’s DocuSign DOCU Stock Holding History

Colonial Trust 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
Q4 		– Sell
-110
Closed -$6.83K – 711
2024
Q3 		$6.83K Hold
110
– – ﹤0.01% 588
2024
Q2 		$5.88K Sell
110
-51
-32% -$2.88K ﹤0.01% 590
2024
Q1 		$9.59K Buy
161
+111
+222% +$6.27K ﹤0.01% 600
2023
Q4 		$2.97K Sell
50
-100
-67% -$4.59K ﹤0.01% 663
2023
Q3 		$6.3K Hold
150
– – ﹤0.01% 574
2023
Q2 		$7.66K Buy
+150
New +$7.94K ﹤0.01% 564

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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