PMFA
DOCU

Plante Moran Financial Advisors’s DocuSign DOCU Stock Holding History

Plante Moran Financial 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
2024
Q1 		– Sell
-500
Closed -$29.7K – 872
2023
Q4 		$29.7K Sell
500
-500
-50% -$22.9K ﹤0.01% 389
2023
Q3 		$42K Hold
1,000
– – 0.01% 311
2023
Q2 		$51.1K Hold
1,000
– – 0.01% 298
2023
Q1 		$58.3K Hold
1,000
– – 0.01% 273
2022
Q4 		$55.4K Hold
1,000
– – 0.01% 297
2022
Q3 		$53K Hold
1,000
– – 0.01% 293
2022
Q2 		$57K Sell
1,000
-20
-2% -$1.62K 0.01% 295
2022
Q1 		$109K Buy
1,020
+20
+2% +$2.29K 0.02% 218
2021
Q4 		$152K Hold
1,000
– – 0.02% 206
2021
Q3 		$257K Hold
1,000
– – 0.06% 157
2021
Q2 		$280K Sell
1,000
-41
-4% -$9.17K 0.07% 140
2021
Q1 		$211K Hold
1,041
– – 0.06% 163
2020
Q4 		$231K Buy
1,041
+450
+76% +$101K 0.07% 151
2020
Q3 		$127K Buy
+591
New +$123K 0.04% 210
2019
Q4 		– Sell
-416
Closed -$26K – 787
2019
Q3 		$26K Buy
+416
New +$21.8K 0.01% 445

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JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return