FGAM
DOCU

Financial Gravity Asset Management’s DocuSign DOCU Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-17
Closed -$1.03K – 1721
2024
Q1 		$1.03K Buy
+17
New +$960 ﹤0.01% 1234
2023
Q3 		– Sell
-51
Closed -$96 – 1388
2023
Q2 		$96 Buy
+51
New +$2.7K ﹤0.01% 1309
2023
Q1 		– Sell
-55
Closed -$84 – 1282
2022
Q4 		$84 Buy
+55
New +$2.68K ﹤0.01% 1140
2020
Q1 		– Sell
-150
Closed -$11K – 1180
2019
Q4 		$11K Hold
150
– – 0.01% 1173
2019
Q3 		$9K Hold
150
– – 0.01% 617
2019
Q2 		$7K Hold
150
– – 0.01% 639
2019
Q1 		$8K Buy
+150
New +$7.65K 0.01% 594
2018
Q3 		$6K Hold
150
– – 0.01% 675
2018
Q2 		$8K Buy
+150
New +$7.57K 0.01% 610

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return