PCIA
DOCU

Prime Capital Investment Advisors’s DocuSign DOCU Stock Holding History

Prime Capital 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
Q2 		– Sell
-5,149
Closed -$419K – 1000
2025
Q1 		$419K Buy
+5,149
New +$451K ﹤0.01% 726
2024
Q2 		– Sell
-6,261
Closed -$373K – 952
2024
Q1 		$373K Sell
6,261
-4,859
-44% -$274K 0.01% 715
2023
Q4 		$661K Sell
11,120
-2,128
-16% -$97.6K 0.01% 508
2023
Q3 		$556K Buy
13,248
+5,028
+61% +$246K 0.01% 448
2023
Q2 		$420K Buy
8,220
+2,099
+34% +$111K 0.01% 515
2023
Q1 		$357K Buy
+6,121
New +$365K 0.01% 398
2022
Q3 		– Sell
-5,743
Closed -$330K – 415
2022
Q2 		$330K Buy
5,743
+243
+4% +$19.7K 0.02% 280
2022
Q1 		$838K Hold
5,500
– – 0.05% 185
2021
Q4 		$838K Buy
5,500
+278
+5% +$63.4K 0.04% 187
2021
Q3 		$1.34M Buy
+5,222
New +$1.5M 0.08% 159
2021
Q2 		– Sell
-361
Closed -$73K – 422
2021
Q1 		$73K Buy
361
+140
+63% +$32.5K 0.01% 308
2020
Q4 		$49K Sell
221
-3,680
-94% -$827K ﹤0.01% 323
2020
Q3 		$840K Buy
+3,901
New +$810K 0.07% 165
2020
Q2 		– Sell
-30
Closed -$3K – 471
2020
Q1 		$3K Sell
30
-116
-79% -$9.33K ﹤0.01% 446
2019
Q4 		$11K Buy
+146
New +$10K ﹤0.01% 481

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return