KWA
DOCU

Kingswood Wealth Advisors’s DocuSign DOCU Stock Holding History

Kingswood 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
Q4 		– Sell
-5,326
Closed -$384K – 878
2025
Q3 		$384K Buy
5,326
+69
+1% +$5.32K 0.02% 552
2025
Q2 		$409K Sell
5,257
-58
-1% -$4.69K 0.03% 471
2025
Q1 		$433K Sell
5,315
-62
-1% -$5.43K 0.04% 435
2024
Q4 		$484K Buy
+5,377
New +$429K 0.04% 449
2024
Q3 		– Sell
-4,509
Closed -$241K – 690
2024
Q2 		$241K Sell
4,509
-108
-2% -$6.09K 0.02% 584
2024
Q1 		$275K Sell
4,617
-153
-3% -$8.64K 0.03% 508
2023
Q4 		$284K Buy
4,770
+91
+2% +$4.17K 0.03% 491
2023
Q3 		$197K Sell
4,679
-1,441
-24% -$70.6K 0.03% 391
2023
Q2 		$313K Buy
+6,120
New +$324K 0.1% 193

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return