OIA
DOCU

OneDigital Investment Advisors’s DocuSign DOCU Stock Holding History

OneDigital Investment 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
-3,085
Closed -$222K – 1528
2025
Q3 		$222K Sell
3,085
-118
-4% -$9.09K ﹤0.01% 1372
2025
Q2 		$250K Buy
3,203
+143
+5% +$11.6K ﹤0.01% 1268
2025
Q1 		$249K Buy
3,060
+414
+16% +$36.3K ﹤0.01% 1208
2024
Q4 		$238K Buy
+2,646
New +$211K ﹤0.01% 1244
2021
Q4 		– Sell
-1,250
Closed -$322K – 803
2021
Q3 		$322K Sell
1,250
-250
-17% -$72K 0.01% 552
2021
Q2 		$419K Hold
1,500
– – 0.02% 459
2021
Q1 		$304K Sell
1,500
-250
-14% -$58K 0.01% 509
2020
Q4 		$422K Hold
1,750
– – 0.02% 391
2020
Q3 		$382K Sell
1,750
-250
-13% -$51.9K 0.03% 364
2020
Q2 		$397K Sell
2,000
-1,000
-33% -$126K 0.03% 361
2020
Q1 		$357K Hold
3,000
– – 0.03% 334
2019
Q4 		$222K Buy
+3,000
New +$206K 0.02% 488
2018
Q4 		– Sell
-500
Closed -$26K – 1151
2018
Q3 		$26K Hold
500
– – 0.01% 576
2018
Q2 		$26K Buy
+500
New +$25.2K 0.01% 712

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JCAM
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Geode Capital Management
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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