Ellevest Inc’s DocuSign DOCU Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-632	Closed	-$36.8K	–	692
2023 Q1	$36.8K	Sell	632 -64	-9%	-$3.82K	﹤0.01%	685
2022 Q4	$38.6K	Sell	696 -1,203	-63%	-$58.6K	﹤0.01%	678
2022 Q3	$102K	Sell	1,899 -776	-29%	-$48.6K	0.01%	412
2022 Q2	$153K	Sell	2,675 -392	-13%	-$31.7K	0.01%	336
2022 Q1	$329K	Buy	3,067 +1,682	+121%	+$193K	0.03%	218
2021 Q4	$211K	Sell	1,385 -252	-15%	-$57.5K	0.02%	284
2021 Q3	$421K	Buy	1,637 +58	+4%	+$16.7K	0.04%	111
2021 Q2	$441K	Buy	1,579 +8	+0.5%	+$1.79K	0.04%	103
2021 Q1	$318K	Buy	1,571 +161	+11%	+$37.3K	0.04%	121
2020 Q4	$313K	Buy	1,410 +249	+21%	+$55.9K	0.05%	98
2020 Q3	$250K	Buy	1,161 +442	+61%	+$91.7K	0.04%	110
2020 Q2	$124K	Buy	719 +358	+99%	+$45.1K	0.03%	161
2020 Q1	$33K	Buy	361 +143	+66%	+$11.5K	0.01%	317
2019 Q4	$16K	Buy	218 +213	+4,260%	+$14.6K	﹤0.01%	451
2019 Q3	$0	Buy	+5	New	+$262	﹤0.01%	529

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Polen Capital Management

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T. Rowe Price Associates

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Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return