FFA
DOCU

First Foundation Advisors’s DocuSign DOCU Stock Holding History

First Foundation 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
2022
Q2 		– Sell
-4,173
Closed -$447K – 412
2022
Q1 		$447K Sell
4,173
-879
-17% -$101K 0.02% 273
2021
Q4 		$769K Buy
5,052
+755
+18% +$172K 0.03% 222
2021
Q3 		$1.11M Buy
4,297
+192
+5% +$55.3K 0.04% 188
2021
Q2 		$1.15M Sell
4,105
-118
-3% -$26.4K 0.04% 201
2021
Q1 		$855K Buy
4,223
+55
+1% +$12.8K 0.04% 220
2020
Q4 		$927K Buy
4,168
+1,123
+37% +$252K 0.04% 197
2020
Q3 		$655K Sell
3,045
-434
-12% -$90.1K 0.03% 214
2020
Q2 		$599K Sell
3,479
-822
-19% -$104K 0.03% 212
2020
Q1 		$397K Buy
4,301
+554
+15% +$44.6K 0.02% 248
2019
Q4 		$278K Hold
3,747
– – 0.01% 301
2019
Q3 		$232K Buy
+3,747
New +$196K 0.01% 322
2019
Q1 		– Sell
-11,521
Closed -$462K – 342
2018
Q4 		$462K Buy
+11,521
New +$484K 0.03% 268

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return