HighPoint Advisor Group’s DocuSign DOCU Stock Holding History

HighPoint Advisor 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 Q3	–	Sell	-2,654	Closed	-$207K	–	694
2025 Q2	$207K	Sell	2,654 -20	-0.7%	-$1.62K	0.01%	640
2025 Q1	$220K	Buy	2,674 +69	+3%	+$6.04K	0.01%	593
2024 Q4	$229K	Buy	+2,605	New	+$208K	0.01%	601
2022 Q2	$1.08M	Buy	+16,793	New	+$1.36M	0.12%	137
2021 Q3	$4.04M	Sell	15,674 -364	-2%	-$105K	0.4%	53
2021 Q2	$4.48M	Buy	16,038 +1,308	+9%	+$292K	0.45%	48
2021 Q1	$3.14M	Buy	14,730 +1,366	+10%	+$317K	0.36%	58
2020 Q4	$3.42M	Sell	13,364 -331	-2%	-$74.3K	0.42%	51
2020 Q3	$3.24M	Sell	13,695 -775	-5%	-$161K	0.59%	34
2020 Q2	$2.59M	Buy	14,470 +4,601	+47%	+$580K	0.55%	40
2020 Q1	$1.04M	Buy	9,869 +4,467	+83%	+$359K	0.25%	82
2019 Q4	$395K	Sell	5,402 -6,838	-56%	-$470K	0.08%	210
2019 Q3	$816K	Buy	12,240 +76	+0.6%	+$3.98K	0.18%	103
2019 Q2	$637K	Buy	12,164 +8,053	+196%	+$430K	0.15%	118
2019 Q1	$218K	Buy	+4,111	New	+$210K	0.05%	296

Other funds holding DOCU

BlackRock New York $5.7T 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

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

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