IFAM
DOCU

Institutional & Family Asset Management’s DocuSign DOCU Stock Holding History

Institutional & Family Asset 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 		$17.9K Sell
334
-7
-2% -$395 ﹤0.01% 352
2024
Q1 		$20.3K Sell
341
-20
-6% -$1.13K ﹤0.01% 327
2023
Q4 		$21.5K Sell
361
-4
-1% -$183 ﹤0.01% 311
2023
Q3 		$15.3K Hold
365
– – ﹤0.01% 334
2023
Q2 		$18.6K Sell
365
-7
-2% -$371 ﹤0.01% 319
2023
Q1 		$21.7K Sell
372
-20
-5% -$1.19K ﹤0.01% 298
2022
Q4 		$21.7K Buy
392
+2
+0.5% +$97 ﹤0.01% 298
2022
Q3 		$21K Hold
390
– – ﹤0.01% 305
2022
Q2 		$22K Hold
390
– – ﹤0.01% 300
2022
Q1 		$42K Buy
390
+56
+17% +$6.43K 0.01% 272
2021
Q4 		$51K Buy
334
+44
+15% +$10K 0.01% 266
2021
Q3 		$75K Buy
290
+96
+49% +$27.7K 0.01% 271
2021
Q2 		$54K Buy
194
+63
+48% +$14.1K 0.01% 323
2021
Q1 		$27K Buy
+131
New +$30.4K 0.01% 450

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