IWM
DOCU

IHT Wealth Management’s DocuSign DOCU Stock Holding History

IHT 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 		– Sell
-3,473
Closed -$207K – 1036
2024
Q1 		$207K Sell
3,473
-339
-9% -$19.1K 0.01% 934
2023
Q4 		$227K Buy
+3,812
New +$175K 0.01% 873
2023
Q3 		– Sell
-3,983
Closed -$203K – 976
2023
Q2 		$203K Sell
3,983
-655
-14% -$34.7K 0.01% 876
2023
Q1 		$270K Sell
4,638
-90
-2% -$5.37K 0.02% 734
2022
Q4 		$262K Sell
4,728
-183
-4% -$8.91K 0.02% 705
2022
Q3 		$263K Sell
4,911
-622
-11% -$39K 0.02% 668
2022
Q2 		$317K Sell
5,533
-98
-2% -$7.93K 0.03% 512
2022
Q1 		$603K Sell
5,631
-351
-6% -$40.3K 0.05% 371
2021
Q4 		$911K Buy
5,982
+1,366
+30% +$311K 0.07% 286
2021
Q3 		$1.19M Sell
4,616
-119
-3% -$34.3K 0.1% 212
2021
Q2 		$1.32M Buy
4,735
+270
+6% +$60.4K 0.08% 258
2021
Q1 		$904K Sell
4,465
-1,767
-28% -$410K 0.07% 288
2020
Q4 		$1.39M Buy
6,232
+546
+10% +$123K 0.12% 187
2020
Q3 		$1.22M Buy
5,686
+218
+4% +$45.2K 0.12% 175
2020
Q2 		$942K Buy
5,468
+2,781
+103% +$351K 0.13% 170
2020
Q1 		$248K Buy
+2,687
New +$216K 0.04% 441

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