Good Life Advisors’s DocuSign DOCU Stock Holding History

Good Life 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 Q2	–	Sell	-2,525	Closed	-$206K	–	512
2025 Q1	$206K	Buy	2,525 +51	+2%	+$4.47K	0.01%	465
2024 Q4	$223K	Buy	+2,474	New	+$198K	0.02%	438
2024 Q1	–	Sell	-4,174	Closed	-$248K	–	467
2023 Q4	$248K	Buy	+4,174	New	+$191K	0.02%	368

Other funds holding DOCU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Good Life Advisors's DOCU Position: Q2 2025 in Review

Good Life Advisors sold out of DocuSign (DOCU) in Q2 2025, closing a stake of 2,525 shares — an estimated $206K sold.

Good Life Advisors first reported a position in DOCU in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q4 2023. 779 funds tracked by Wall St. Rank hold DOCU as of Q2 2025.

Good Life Advisors reported no remaining DocuSign position as of Q2 2025 after selling out during the quarter.
Good Life Advisors sold 2,525 DocuSign shares in Q2 2025, an estimated $206K.
Good Life Advisors first reported a position in DocuSign in Q4 2023 and held it in 3 quarters.
Good Life Advisors's DocuSign position peaked at $248K in Q4 2023.
779 funds tracked by Wall St. Rank held DocuSign as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.