CA
DOCU

Continuum Advisory’s DocuSign DOCU Stock Holding History

Continuum 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
2025
Q2 		– Sell
-126
Closed -$10.3K – 702
2025
Q1 		$10.3K Sell
126
-66
-34% -$5.78K ﹤0.01% 967
2024
Q4 		$17.3K Sell
192
-23
-11% -$1.84K ﹤0.01% 880
2024
Q3 		$17.3K Buy
215
+12
+6% +$673 ﹤0.01% 877
2024
Q2 		$10.9K Sell
203
-14
-6% -$790 ﹤0.01% 922
2024
Q1 		$12.4K Buy
+217
New +$12.3K ﹤0.01% 895
2021
Q4 		– Sell
-891
Closed -$229K – 307
2021
Q3 		$229K Buy
891
+43
+5% +$12.4K 0.06% 267
2021
Q2 		$237K Buy
+848
New +$190K 0.07% 242

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return