JWCA
DOCU

J.W. Cole Advisors’s DocuSign DOCU Stock Holding History

J.W. Cole 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
2026
Q1 		– Sell
-8,169
Closed -$548K – 918
2025
Q4 		$548K Sell
8,169
-478
-6% -$33.1K 0.01% 862
2025
Q3 		$623K Sell
8,647
-467
-5% -$36K 0.01% 910
2025
Q2 		$710K Buy
9,114
+254
+3% +$20.5K 0.02% 799
2025
Q1 		$721K Buy
8,860
+539
+6% +$47.2K 0.02% 649
2024
Q4 		$748K Buy
8,321
+375
+5% +$29.9K 0.03% 501
2024
Q3 		$493K Buy
7,946
+155
+2% +$8.69K 0.02% 599
2024
Q2 		$417K Hold
7,791
– – 0.02% 575
2024
Q1 		$464K Buy
+7,791
New +$440K 0.02% 550
2023
Q2 		– Sell
-4,251
Closed -$248K – 776
2023
Q1 		$248K Buy
+4,251
New +$254K 0.02% 666
2022
Q2 		– Sell
-2,893
Closed -$310K – 746
2022
Q1 		$310K Sell
2,893
-2,069
-42% -$237K 0.02% 605
2021
Q4 		$756K Buy
4,962
+1,107
+29% +$252K 0.05% 355
2021
Q3 		$992K Buy
3,855
+677
+21% +$195K 0.07% 165
2021
Q2 		$888K Sell
3,178
-341
-10% -$76.2K 0.07% 297
2021
Q1 		$712K Buy
3,519
+39
+1% +$9.04K 0.07% 304
2020
Q4 		$774K Sell
3,480
-4,787
-58% -$1.08M 0.08% 259
2020
Q3 		$1.78M Buy
+8,267
New +$1.72M 0.14% 165

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
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