IWA
DOCU

IVC Wealth Advisors’s DocuSign DOCU Stock Holding History

IVC Wealth Advisors’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
2025
Q2 		– Sell
-2,497
Closed -$203K – 175
2025
Q1 		$203K Hold
2,497
– – 0.11% 158
2024
Q4 		$225K Buy
+2,497
New +$199K 0.13% 144
2023
Q2 		– Sell
-3,753
Closed -$219K – 162
2023
Q1 		$219K Hold
3,753
– – 0.16% 130
2022
Q4 		$208K Sell
3,753
-295
-7% -$14.4K 0.15% 143
2022
Q3 		$216K Hold
4,048
– – 0.17% 129
2022
Q2 		$232K Sell
4,048
-90
-2% -$7.29K 0.18% 124
2022
Q1 		$443K Buy
4,138
+520
+14% +$59.7K 0.29% 86
2021
Q4 		$551K Sell
3,618
-7
-0.2% -$1.6K 0.36% 72
2021
Q3 		$933K Sell
3,625
-765
-17% -$220K 0.64% 39
2021
Q2 		$1.23M Buy
4,390
+165
+4% +$36.9K 0.86% 27
2021
Q1 		$855K Buy
4,225
+180
+4% +$41.7K 0.67% 39
2020
Q4 		$899K Buy
+4,045
New +$909K 0.86% 31

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return