SWP
DOCU

Stratos Wealth Partners’s DocuSign DOCU Stock Holding History

Stratos Wealth Partners’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
-2,493
Closed -$224K – 1398
2024
Q4 		$224K Buy
+2,493
New +$199K ﹤0.01% 1293
2024
Q1 		– Sell
-4,754
Closed -$283K – 1402
2023
Q4 		$283K Sell
4,754
-485
-9% -$22.2K 0.01% 1109
2023
Q3 		$220K Buy
+5,239
New +$257K ﹤0.01% 1127
2022
Q4 		– Sell
-5,407
Closed -$289K – 1150
2022
Q3 		$289K Sell
5,407
-1,561
-22% -$97.9K 0.01% 881
2022
Q2 		$400K Sell
6,968
-882
-11% -$71.4K 0.01% 815
2022
Q1 		$841K Buy
7,850
+720
+10% +$82.6K 0.02% 617
2021
Q4 		$1.09M Buy
7,130
+897
+14% +$205K 0.02% 532
2021
Q3 		$1.6M Sell
6,233
-178
-3% -$51.3K 0.04% 369
2021
Q2 		$1.79M Sell
6,411
-1,302
-17% -$291K 0.04% 375
2021
Q1 		$1.56M Sell
7,713
-774
-9% -$179K 0.04% 372
2020
Q4 		$1.89M Buy
8,487
+1,948
+30% +$438K 0.06% 281
2020
Q3 		$1.41M Buy
6,539
+1,883
+40% +$391K 0.05% 316
2020
Q2 		$802K Buy
4,656
+1,644
+55% +$207K 0.03% 430
2020
Q1 		$278K Buy
+3,012
New +$242K 0.01% 715
2018
Q4 		– Sell
-950
Closed -$50K – 1212
2018
Q3 		$50K Buy
+950
New +$53.9K ﹤0.01% 1458

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JCAM
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Capital World Investors
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NMO
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Geode Capital Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return