IAN
DOCU

Integrated Advisors Network’s DocuSign DOCU Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-3,492
Closed -$217K – 716
2024
Q3 		$217K Buy
+3,492
New +$196K 0.01% 675
2022
Q3 		– Sell
-3,548
Closed -$204K – 656
2022
Q2 		$204K Buy
3,548
+1,489
+72% +$121K 0.01% 616
2022
Q1 		$221K Sell
2,059
-235
-10% -$27K 0.01% 616
2021
Q4 		$349K Sell
2,294
-2,459
-52% -$561K 0.02% 493
2021
Q3 		$1.22M Sell
4,753
-14
-0.3% -$4.03K 0.08% 220
2021
Q2 		$1.33M Sell
4,767
-822
-15% -$184K 0.1% 194
2021
Q1 		$1.13M Buy
5,589
+2,193
+65% +$509K 0.1% 192
2020
Q4 		$755K Buy
3,396
+734
+28% +$165K 0.08% 229
2020
Q3 		$573K Sell
2,662
-2,657
-50% -$551K 0.07% 233
2020
Q2 		$916K Buy
+5,319
New +$670K 0.11% 195

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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