KWM
DOCU

Kingsview Wealth Management’s DocuSign DOCU Stock Holding History

Kingsview Wealth 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
2025
Q2 		– Sell
-2,655
Closed -$216K – 1180
2025
Q1 		$216K Buy
2,655
+141
+6% +$12.3K ﹤0.01% 1012
2024
Q4 		$226K Buy
+2,514
New +$201K ﹤0.01% 1007
2023
Q3 		– Sell
-3,953
Closed -$202K – 950
2023
Q2 		$202K Sell
3,953
-12,498
-76% -$662K 0.01% 859
2023
Q1 		$959K Buy
+16,451
New +$981K 0.04% 418
2022
Q1 		– Sell
-1,572
Closed -$239K – 901
2021
Q4 		$239K Buy
1,572
+361
+30% +$82.3K 0.01% 813
2021
Q3 		$312K Buy
1,211
+252
+26% +$72.6K 0.01% 672
2021
Q2 		$267K Sell
959
-1,094
-53% -$245K 0.01% 733
2021
Q1 		$424K Buy
2,053
+724
+54% +$168K 0.02% 545
2020
Q4 		$295K Buy
1,329
+306
+30% +$68.7K 0.02% 557
2020
Q3 		$220K Buy
+1,023
New +$212K 0.02% 553

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