FIA
DOCU

Foundations Investment Advisors’s DocuSign DOCU Stock Holding History

Foundations Investment 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
Q2 		– Sell
-6,838
Closed -$399K – 581
2023
Q1 		$399K Buy
+6,838
New +$408K 0.01% 355
2022
Q4 		– Sell
-9,302
Closed -$497K – 447
2022
Q3 		$497K Buy
9,302
+6,139
+194% +$385K 0.02% 251
2022
Q2 		$203K Buy
3,163
+271
+9% +$21.9K 0.01% 366
2022
Q1 		$288K Buy
2,892
+1
+0% +$115 0.01% 279
2021
Q4 		$403K Buy
2,891
+1,184
+69% +$270K 0.02% 230
2021
Q3 		$437K Buy
1,707
+337
+25% +$97.1K 0.02% 202
2021
Q2 		$395K Buy
+1,370
New +$306K 0.02% 196

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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