IMA Advisory Services’s DocuSign DOCU Stock Holding History

IMA Advisory Services’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
2026 Q1	$674K	Sell	14,217 -221	-2%	-$11.3K	0.07%	138
2025 Q4	$988K	Sell	14,438 -166	-1%	-$11.5K	0.09%	129
2025 Q3	$1.05M	Sell	14,604 -11	-0.1%	-$848	0.11%	120
2025 Q2	$1.14M	Buy	14,615 +2,143	+17%	+$173K	0.12%	114
2025 Q1	$1.02M	Sell	12,472 -1,459	-10%	-$128K	0.12%	110
2024 Q4	$1.25M	Sell	13,931 -334	-2%	-$26.7K	0.15%	109
2024 Q3	$886K	Buy	+14,265	New	+$799K	0.19%	104
2023 Q4	–	Sell	-10,349	Closed	-$435K	–	117
2023 Q3	$435K	Sell	10,349 -150	-1%	-$7.35K	0.11%	119
2023 Q2	$536K	Buy	10,499 +622	+6%	+$32.9K	0.14%	109
2023 Q1	$576K	Buy	9,877 +433	+5%	+$25.8K	0.15%	110
2022 Q4	$523K	Sell	9,444 -21,178	-69%	-$1.03M	0.14%	106
2022 Q3	$1.64M	Sell	30,622 -2,946	-9%	-$185K	0.44%	70
2022 Q2	$1.93M	Buy	33,568 +7,118	+27%	+$576K	0.47%	66
2022 Q1	$2.83M	Buy	26,450 +4,484	+20%	+$515K	0.65%	51
2021 Q4	$3.35M	Buy	+21,966	New	+$5.01M	0.74%	40

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates

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