FWM
DOCU

Focused Wealth Management’s DocuSign DOCU Stock Holding History

Focused Wealth 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
Q1 		– Sell
-10
Closed -$595 – 387
2023
Q4 		$595 Hold
10
– – ﹤0.01% 892
2023
Q3 		$420 Hold
10
– – ﹤0.01% 929
2023
Q2 		$511 Hold
10
– – ﹤0.01% 943
2023
Q1 		$583 Hold
10
– – ﹤0.01% 926
2022
Q4 		$554 Hold
10
– – ﹤0.01% 937
2022
Q3 		$1K Hold
10
– – ﹤0.01% 825
2022
Q2 		$1K Buy
10
+7
+233% +$567 ﹤0.01% 808
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1017
2021
Q4 		$0 Sell
3
-100
-97% -$22.8K ﹤0.01% 1018
2021
Q3 		$27K Buy
+103
New +$29.7K ﹤0.01% 452
2020
Q3 		– Sell
-100
Closed -$17K – 799
2020
Q2 		$17K Buy
+100
New +$12.6K ﹤0.01% 428
2019
Q3 		– Hold
0
– – – 718
2019
Q2 		– Hold
0
– – – 743

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return