Quattro Financial Advisors’s DocuSign DOCU Stock Holding History

Quattro 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
2025 Q1	–	Sell	-10,000	Closed	-$916K	–	87
2024 Q4	$916K	Hold	10,000	–	–	0.24%	55
2024 Q3	$684K	Hold	10,000	–	–	0.19%	54
2024 Q2	$535K	Hold	10,000	–	–	0.14%	55
2024 Q1	$596K	Buy	10,000 +9,941	+16,849%	+$561K	0.17%	56
2023 Q4	$595K	Sell	59 -9,941	-99%	-$456K	0.21%	59
2023 Q3	$420K	Hold	10,000	–	–	0.18%	64
2023 Q2	$511K	Hold	10,000	–	–	0.2%	58
2023 Q1	$583K	Hold	10,000	–	–	0.24%	58
2022 Q4	$554K	Hold	10,000	–	–	0.22%	57
2022 Q3	$535K	Hold	10,000	–	–	0.21%	59
2022 Q2	$574K	Sell	10,000 -1,700	-15%	-$138K	0.2%	56
2022 Q1	$1.25M	Buy	11,700 +6,200	+113%	+$712K	0.42%	39
2021 Q4	$838K	Sell	5,500 -75	-1%	-$17.1K	0.3%	61
2021 Q3	$1.51M	Buy	5,575 +75	+1%	+$21.6K	0.4%	47
2021 Q2	$1.55M	Buy	5,500 +1,500	+38%	+$335K	0.41%	47
2021 Q1	$893K	Buy	+4,000	New	+$928K	0.2%	70

Other funds holding DOCU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return