CAS
DOCU

Coppell Advisory Solutions’s DocuSign DOCU Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-1,030
Closed -$94.5K – 722
2024
Q4 		$94.5K Sell
1,030
-39
-4% -$3.11K 0.01% 430
2024
Q3 		$65.9K Buy
1,069
+300
+39% +$16.8K 0.01% 482
2024
Q2 		$41.1K Buy
+769
New +$43.4K 0.01% 542
2023
Q4 		$66.3K Buy
1,116
+1,096
+5,480% +$50.3K 0.01% 436
2023
Q3 		$1.11K Sell
20
-899
-98% -$44.1K ﹤0.01% 928
2023
Q2 		$47.1K Buy
+919
New +$48.7K 0.01% 389
2023
Q1 		– Sell
-20
Closed -$1.11K – 429
2022
Q4 		$1.11K Buy
+20
New +$974 ﹤0.01% 930

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return