Gradient Investments’s DocuSign DOCU Stock Holding History

Gradient Investments’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 Q3	–	Sell	-405	Closed	-$21.7K	–	560
2024 Q2	$21.7K	Hold	405	–	–	﹤0.01%	624
2024 Q1	$24.1K	Sell	405 -843	-68%	-$47.6K	﹤0.01%	515
2023 Q4	$74.2K	Sell	1,248 -405	-25%	-$18.6K	﹤0.01%	469
2023 Q3	$69.4K	Hold	1,653	–	–	﹤0.01%	441
2023 Q2	$84.5K	Buy	1,653 +810	+96%	+$42.9K	﹤0.01%	426
2023 Q1	$49.1K	Sell	843 -33	-4%	-$1.97K	﹤0.01%	501
2022 Q4	$48.6K	Sell	876 -101	-10%	-$4.92K	﹤0.01%	514
2022 Q3	$52K	Sell	977 -175	-15%	-$11K	﹤0.01%	478
2022 Q2	$66K	Sell	1,152 -155,127	-99%	-$12.6M	﹤0.01%	428
2022 Q1	$16.7M	Buy	156,279 +58,361	+60%	+$6.7M	0.43%	51
2021 Q4	$14.9M	Buy	97,918 +51,513	+111%	+$11.7M	0.38%	58
2021 Q3	$11.9M	Buy	46,405 +2,421	+6%	+$698K	0.33%	82
2021 Q2	$12.3M	Buy	43,984 +4,561	+12%	+$1.02M	0.36%	60
2021 Q1	$7.98M	Buy	39,423 +39,413	+394,130%	+$9.14M	0.26%	111
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	943
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	948
2020 Q2	$2K	Buy	+10	New	+$1.26K	﹤0.01%	870

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

T. Rowe Price Associates

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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