FRA
DOCU

Frank Rimerman Advisors’s DocuSign DOCU Stock Holding History

Frank Rimerman 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
2025
Q1 		– Sell
-3,174
Closed -$285K – 531
2024
Q4 		$285K Buy
+3,174
New +$253K 0.02% 426
2022
Q2 		– Sell
-2,694
Closed -$289K – 98
2022
Q1 		$289K Buy
+2,694
New +$309K 0.09% 105
2021
Q4 		– Sell
-1,080
Closed -$278K – 118
2021
Q3 		$278K Hold
1,080
– – 0.11% 91
2021
Q2 		$302K Hold
1,080
– – 0.12% 67
2021
Q1 		$219K Hold
1,080
– – 0.1% 79
2020
Q4 		$240K Buy
+1,080
New +$243K 0.11% 81

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return