GWSG
DOCU

GPS Wealth Strategies Group’s DocuSign DOCU Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$5.33K Sell
78
-54
-41% -$3.73K ﹤0.01% 459
2025
Q3 		$9.52K Sell
132
-63
-32% -$4.86K ﹤0.01% 1104
2025
Q2 		$15.2K Hold
195
– – ﹤0.01% 924
2025
Q1 		$15.9K Buy
195
+26
+15% +$2.28K ﹤0.01% 884
2024
Q4 		$15.2K Hold
169
– – ﹤0.01% 858
2024
Q3 		$10.5K Hold
169
– – ﹤0.01% 941
2024
Q2 		$9.04K Buy
169
+28
+20% +$1.58K ﹤0.01% 939
2024
Q1 		$8.4K Hold
141
– – ﹤0.01% 889
2023
Q4 		$8.38K Sell
141
-130
-48% -$5.96K ﹤0.01% 873
2023
Q3 		$11.4K Sell
271
-59
-18% -$2.89K ﹤0.01% 814
2023
Q2 		$16.9K Sell
330
-133
-29% -$7.04K ﹤0.01% 730
2023
Q1 		$27K Buy
+463
New +$27.6K 0.01% 630
2022
Q4 		– Sell
-280
Closed -$15K – 367
2022
Q3 		$15K Sell
280
-101
-27% -$6.33K ﹤0.01% 678
2022
Q2 		$22K Sell
381
-358
-48% -$29K 0.01% 603
2022
Q1 		$79K Sell
739
-2,014
-73% -$231K 0.02% 351
2021
Q4 		$419K Sell
2,753
-10,734
-80% -$2.45M 0.09% 138
2021
Q3 		$3.47M Buy
13,487
+702
+5% +$202K 0.86% 19
2021
Q2 		$3.57M Buy
12,785
+177
+1% +$39.6K 0.91% 17
2021
Q1 		$2.55M Buy
12,608
+4,798
+61% +$1.11M 0.75% 20
2020
Q4 		$1.74M Buy
7,810
+1,403
+22% +$315K 0.61% 25
2020
Q3 		$1.38M Buy
+6,407
New +$1.33M 0.56% 35

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return