FA
DOCU

FDx Advisors’s DocuSign DOCU Stock Holding History

FDx 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
2023
Q3 		– Sell
-43,397
Closed -$2.22M – 666
2023
Q2 		$2.22M Sell
43,397
-145,634
-77% -$7.71M 0.12% 177
2023
Q1 		$10.5M Hold
189,031
– – 0.46% 57
2022
Q4 		$10.5M Sell
189,031
-20,347
-10% -$991K 0.46% 57
2022
Q3 		$11.2M Sell
209,378
-32,512
-13% -$2.04M 0.5% 46
2022
Q2 		$13.9M Sell
241,890
-2,400
-1% -$194K 0.52% 44
2022
Q1 		$26.2M Buy
244,290
+189,799
+348% +$21.8M 0.89% 24
2021
Q4 		$8.3M Buy
54,491
+52,423
+2,535% +$12M 0.23% 87
2021
Q3 		$532K Buy
2,068
+675
+48% +$194K 0.02% 497
2021
Q2 		$389K Sell
1,393
-2,618
-65% -$585K 0.01% 581
2021
Q1 		$812K Sell
4,011
-2,495
-38% -$579K 0.03% 348
2020
Q4 		$1.45M Buy
6,506
+3,919
+151% +$880K 0.06% 208
2020
Q3 		$557K Sell
2,587
-1,419
-35% -$295K 0.03% 352
2020
Q2 		$690K Buy
+4,006
New +$505K 0.04% 281

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return