IGWM
DOCU

ICA Group Wealth Management’s DocuSign DOCU Stock Holding History

ICA Group Wealth Management’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
Q2 		$4.82K Sell
90
-400
-82% -$22.6K ﹤0.01% 589
2024
Q1 		$29.2K Sell
490
-165
-25% -$9.31K 0.01% 672
2023
Q4 		$38.9K Buy
+655
New +$30K 0.01% 571
2023
Q3 		– Sell
-1,231
Closed -$62.9K – 456
2023
Q2 		$62.9K Sell
1,231
-240
-16% -$12.7K 0.02% 445
2023
Q1 		$85.8K Sell
1,471
-890
-38% -$53.1K 0.02% 363
2022
Q4 		$131K Buy
+2,361
New +$115K 0.03% 311
2022
Q3 		– Sell
-3,528
Closed -$233K – 369
2022
Q2 		$233K Sell
3,528
-35
-1% -$2.83K 0.04% 330
2022
Q1 		$300K Buy
+3,563
New +$409K 0.06% 278

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return