JWA
DOCU

JFS Wealth Advisors’s DocuSign DOCU Stock Holding History

JFS 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
2026
Q2 		$45 Sell
1
-3
-75% -$141 ﹤0.01% 2231
2026
Q1 		$190 Sell
4
-31
-89% -$1.59K ﹤0.01% 1824
2025
Q4 		$2.39K Buy
35
+17
+94% +$1.18K ﹤0.01% 1487
2025
Q3 		$1.3K Sell
18
-13
-42% -$1K ﹤0.01% 1552
2025
Q2 		$2.42K Buy
31
+7
+29% +$566 ﹤0.01% 1347
2025
Q1 		$1.95K Buy
24
+1
+4% +$88 ﹤0.01% 1475
2024
Q4 		$2.07K Buy
23
+21
+1,050% +$1.68K ﹤0.01% 1464
2024
Q3 		$125 Sell
2
-29
-94% -$1.63K ﹤0.01% 1890
2024
Q2 		$1.66K Buy
31
+29
+1,450% +$1.64K ﹤0.01% 1509
2024
Q1 		$120 Buy
+2
New +$113 ﹤0.01% 1934
2023
Q4 		– Sell
-5
Closed -$210 – 2010
2023
Q3 		$210 Sell
5
-13
-72% -$637 ﹤0.01% 1857
2023
Q2 		$920 Buy
18
+8
+80% +$424 ﹤0.01% 1634
2023
Q1 		$583 Buy
10
+2
+25% +$119 ﹤0.01% 1701
2022
Q4 		$443 Sell
8
-104
-93% -$5.06K ﹤0.01% 1748
2022
Q3 		$6K Buy
112
+8
+8% +$502 ﹤0.01% 899
2022
Q2 		$6K Sell
104
-6
-5% -$486 ﹤0.01% 924
2022
Q1 		$12K Buy
110
+56
+104% +$6.43K ﹤0.01% 736
2021
Q4 		$8K Buy
54
+4
+8% +$912 ﹤0.01% 716
2021
Q3 		$13K Buy
+50
New +$14.4K ﹤0.01% 602
2021
Q1 		– Sell
-18
Closed -$4K – 597
2020
Q4 		$4K Buy
+18
New +$4.04K ﹤0.01% 488

Other funds holding DOCU

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return