PA
DOCU

PSI Advisors’s DocuSign DOCU Stock Holding History

PSI 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
-239
Closed -$19.5K – 243
2025
Q1 		$19.5K Hold
239
– – 0.01% 371
2024
Q4 		$21.5K Hold
239
– – 0.01% 410
2024
Q3 		$14.8K Hold
239
– – ﹤0.01% 472
2024
Q2 		$12.8K Hold
239
– – ﹤0.01% 472
2024
Q1 		$14.2K Hold
239
– – 0.01% 439
2023
Q4 		$14.2K Hold
239
– – 0.01% 468
2023
Q3 		$10K Hold
239
– – ﹤0.01% 490
2023
Q2 		$12.2K Hold
239
– – 0.01% 462
2023
Q1 		$13.9K Hold
239
– – 0.01% 389
2022
Q4 		$13.2K Sell
239
-835
-78% -$40.6K 0.01% 383
2022
Q3 		$57K Sell
1,074
-90
-8% -$5.64K 0.03% 211
2022
Q2 		$67K Hold
1,164
– – 0.03% 212
2022
Q1 		$125K Sell
1,164
-53
-4% -$6.08K 0.05% 177
2021
Q4 		$185K Sell
1,217
-24
-2% -$5.47K 0.08% 151
2021
Q3 		$319K Buy
1,241
+60
+5% +$17.3K 0.15% 112
2021
Q2 		$330K Sell
1,181
-50
-4% -$11.2K 0.17% 103
2021
Q1 		$249K Sell
1,231
-3,180
-72% -$737K 0.15% 114
2020
Q4 		$980K Sell
4,411
-1,290
-23% -$290K 0.68% 32
2020
Q3 		$1.23M Sell
5,701
-1,102
-16% -$229K 0.94% 25
2020
Q2 		$1.17M Sell
6,803
-415
-6% -$52.3K 0.94% 25
2020
Q1 		$666K Sell
7,218
-832
-10% -$66.9K 0.61% 37
2019
Q4 		$596K Buy
+8,050
New +$553K 0.38% 52

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