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DOCU

NWAM LLC’s DocuSign DOCU Stock Holding History

NWAM LLC’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
Q1 		– Sell
-2,467
Closed -$222K – 529
2024
Q4 		$222K Buy
+2,467
New +$197K 0.01% 551
2022
Q2 		– Sell
-2,661
Closed -$285K – 521
2022
Q1 		$285K Sell
2,661
-578
-18% -$66.3K 0.02% 434
2021
Q4 		$493K Buy
3,239
+640
+25% +$146K 0.04% 333
2021
Q3 		$669K Sell
2,599
-27
-1% -$7.78K 0.06% 264
2021
Q2 		$734K Buy
2,626
+50
+2% +$11.2K 0.07% 248
2021
Q1 		$522K Buy
2,576
+164
+7% +$38K 0.05% 294
2020
Q4 		$536K Buy
+2,412
New +$542K 0.06% 257

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return