OWA
DOCU

One Wealth Advisors’s DocuSign DOCU Stock Holding History

One 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
Q3 		– Sell
-2,635
Closed -$205K – 310
2025
Q2 		$205K Sell
2,635
-123
-4% -$9.95K 0.03% 276
2025
Q1 		$225K Buy
+2,758
New +$242K 0.03% 261
2023
Q1 		– Sell
-640
Closed -$35.5K – 306
2022
Q4 		$35.5K Buy
+640
New +$31.2K 0.01% 459
2021
Q1 		– Sell
-950
Closed -$211K – 158
2020
Q4 		$211K Buy
+950
New +$213K 0.11% 120
2020
Q3 		– Sell
-1,276
Closed -$220K – 97
2020
Q2 		$220K Buy
+1,276
New +$161K 0.17% 67
2019
Q2 		– Sell
-1,276
Closed -$66K – 212
2019
Q1 		$66K Buy
+1,276
New +$65.1K 0.05% 214

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return