GA
DOCU

GoalVest Advisory’s DocuSign DOCU Stock Holding History

GoalVest Advisory’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
Q3 		– Sell
-181
Closed -$14.1K – 406
2025
Q2 		$14.1K Hold
181
– – ﹤0.01% 294
2025
Q1 		$14.7K Hold
181
– – ﹤0.01% 251
2024
Q4 		$16.3K Hold
181
– – ﹤0.01% 259
2024
Q3 		$11.2K Hold
181
– – ﹤0.01% 311
2024
Q2 		$9.68K Hold
181
– – ﹤0.01% 279
2024
Q1 		$10.8K Hold
181
– – ﹤0.01% 309
2023
Q4 		$10.8K Hold
181
– – ﹤0.01% 250
2023
Q3 		$7.6K Hold
181
– – ﹤0.01% 315
2023
Q2 		$9.25K Hold
181
– – ﹤0.01% 256
2023
Q1 		$10.6K Sell
181
-4,013
-96% -$239K 0.01% 184
2022
Q4 		$232K Hold
4,194
– – 0.15% 68
2022
Q3 		$224K Hold
4,194
– – 0.16% 71
2022
Q2 		$274K Sell
4,194
-31
-0.7% -$2.51K 0.17% 106
2022
Q1 		$453K Buy
+4,225
New +$485K 0.26% 92
2021
Q2 		$627K Sell
2,243
-267
-11% -$59.7K 0.39% 72
2021
Q1 		$508K Buy
+2,510
New +$582K 0.38% 84

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return