LBWM
DOCU

Left Brain Wealth Management’s DocuSign DOCU Stock Holding History

Left Brain 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
-13,364
Closed -$1.09M – 104
2025
Q1 		$1.09M Sell
13,364
-4,195
-24% -$367K 0.47% 44
2024
Q4 		$1.58M Buy
17,559
+8,720
+99% +$696K 0.6% 42
2024
Q3 		$549K Sell
8,839
-40
-0.5% -$2.24K 0.26% 59
2024
Q2 		$475K Sell
8,879
-170
-2% -$9.59K 0.22% 60
2024
Q1 		$539K Sell
9,049
-885
-9% -$50K 0.26% 56
2023
Q4 		$591K Sell
9,934
-390
-4% -$17.9K 0.34% 57
2023
Q3 		$434K Sell
10,324
-285
-3% -$14K 0.27% 63
2023
Q2 		$542K Buy
10,609
+80
+0.8% +$4.24K 0.33% 60
2023
Q1 		$521K Buy
+10,529
New +$628K 0.35% 58

Other funds holding DOCU

BlackRock
BlackRock New York $5.72T 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