Glassman Wealth Services’s DocuSign DOCU Stock Holding History

Glassman Wealth Services’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	-86	Closed	-$5.11K	–	658
2023 Q4	$5.11K	Buy	86 +32	+59%	+$1.47K	﹤0.01%	1072
2023 Q3	$2.27K	Sell	54 -111	-67%	-$5.44K	﹤0.01%	1293
2023 Q2	$8.43K	Sell	165 -5	-3%	-$265	﹤0.01%	857
2023 Q1	$9.91K	Hold	170	–	–	﹤0.01%	824
2022 Q4	$9.42K	Sell	170 -178	-51%	-$8.66K	﹤0.01%	846
2022 Q3	$19K	Sell	348 -141	-29%	-$8.84K	﹤0.01%	626
2022 Q2	$28K	Buy	489 +137	+39%	+$11.1K	0.01%	530
2022 Q1	$38K	Buy	352 +281	+396%	+$32.2K	0.01%	469
2021 Q4	$11K	Sell	71 -43	-38%	-$9.8K	﹤0.01%	753
2021 Q3	$29K	Buy	114 +5	+5%	+$1.44K	0.01%	479
2021 Q2	$30K	Sell	109 -43	-28%	-$9.62K	0.01%	454
2021 Q1	$31K	Sell	152 -159	-51%	-$36.9K	0.01%	421
2020 Q4	$69K	Buy	311 +160	+106%	+$35.9K	0.02%	290
2020 Q3	$33K	Sell	151 -34	-18%	-$7.06K	0.01%	355
2020 Q2	$32K	Buy	185 +179	+2,983%	+$22.6K	0.01%	314
2020 Q1	$1K	Sell	6 -3	-33%	-$241	﹤0.01%	851
2019 Q4	$1K	Buy	+9	New	+$618	﹤0.01%	894

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return