PCS
DOCU

Personal CFO Solutions’s DocuSign DOCU Stock Holding History

Personal CFO Solutions’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
2023
Q3 		– Sell
-5,801
Closed -$296K – 467
2023
Q2 		$296K Sell
5,801
-21
-0.4% -$1.11K 0.06% 333
2023
Q1 		$339K Buy
5,822
+149
+3% +$8.89K 0.07% 273
2022
Q4 		$314K Sell
5,673
-565
-9% -$27.5K 0.07% 280
2022
Q3 		$334K Buy
6,238
+229
+4% +$14.4K 0.08% 230
2022
Q2 		$345K Sell
6,009
-528
-8% -$42.7K 0.08% 237
2022
Q1 		$700K Buy
6,537
+3,463
+113% +$397K 0.14% 141
2021
Q4 		$468K Buy
3,074
+1,364
+80% +$311K 0.09% 209
2021
Q3 		$440K Buy
1,710
+13
+0.8% +$3.75K 0.09% 206
2021
Q2 		$474K Buy
1,697
+218
+15% +$48.7K 0.1% 195
2021
Q1 		$299K Buy
+1,479
New +$343K 0.06% 259

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return