PI
DOCU

PFS Investments’s DocuSign DOCU Stock Holding History

PFS Investments’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
Q2 		$1.78M Buy
34,761
+183
+0.5% +$9.69K 0.03% 339
2023
Q1 		$1.95M Buy
34,578
+122
+0.4% +$7.28K 0.03% 315
2022
Q4 		$1.91M Sell
34,456
-831
-2% -$40.5K 0.04% 297
2022
Q3 		$1.89K Buy
35,287
+87
+0.2% +$5.45K 0.03% 286
2022
Q2 		$2.02M Sell
35,200
-766
-2% -$62K 0.04% 270
2022
Q1 		$3.85M Sell
35,966
-264
-0.7% -$30.3K 0.07% 223
2021
Q4 		$5.52M Buy
36,230
+11,523
+47% +$2.63M 0.11% 180
2021
Q3 		$6.77M Buy
24,707
+8,265
+50% +$2.38M 0.14% 144
2021
Q2 		$4.74M Buy
16,442
+7,058
+75% +$1.58M 0.11% 169
2021
Q1 		$1.9M Buy
+9,384
New +$2.18M 0.05% 238

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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