TFA
DOCU

Toth Financial Advisory’s DocuSign DOCU Stock Holding History

Toth Financial Advisory’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
-20
Closed -$1.8K – 731
2024
Q4 		$1.8K Buy
+20
New +$1.6K ﹤0.01% 598
2023
Q4 		– Sell
-100
Closed -$4.2K – 744
2023
Q3 		$4.2K Hold
100
– – ﹤0.01% 553
2023
Q2 		$5.11K Sell
100
-80
-44% -$4.24K ﹤0.01% 552
2023
Q1 		$10.5K Buy
180
+80
+80% +$4.77K ﹤0.01% 452
2022
Q4 		$5.54K Hold
100
– – ﹤0.01% 495
2022
Q3 		$5K Sell
100
-50
-33% -$3.13K ﹤0.01% 542
2022
Q2 		$9K Hold
150
– – ﹤0.01% 445
2022
Q1 		$16K Hold
150
– – ﹤0.01% 407
2021
Q4 		$23K Sell
150
-25
-14% -$5.7K ﹤0.01% 379
2021
Q3 		$45K Hold
175
– – 0.01% 320
2021
Q2 		$49K Sell
175
-15
-8% -$3.35K 0.01% 285
2021
Q1 		$38K Sell
190
-1,500
-89% -$348K 0.01% 310
2020
Q4 		$376K Buy
1,690
+1,565
+1,252% +$352K 0.06% 160
2020
Q3 		$27K Sell
125
-20
-14% -$4.15K 0.01% 281
2020
Q2 		$25K Buy
145
+100
+222% +$12.6K 0.01% 269
2020
Q1 		$4K Hold
45
– – ﹤0.01% 345
2019
Q4 		$3K Hold
45
– – ﹤0.01% 386
2019
Q3 		$3K Buy
+45
New +$2.36K ﹤0.01% 379

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
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
JCAM
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
NMO
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