VAS
DOCU

Vestmark Advisory Solutions’s DocuSign DOCU Stock Holding History

Vestmark Advisory Solutions’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
2023
Q3 		– Sell
-24,088
Closed -$1.23M – 531
2023
Q2 		$1.23M Buy
24,088
+2,008
+9% +$106K 0.05% 406
2023
Q1 		$1.29M Buy
22,080
+1,888
+9% +$113K 0.06% 373
2022
Q4 		$1.12M Sell
20,192
-6,016
-23% -$293K 0.05% 383
2022
Q3 		$1.4M Sell
26,208
-1,653
-6% -$104K 0.08% 317
2022
Q2 		$1.6M Buy
27,861
+6,743
+32% +$546K 0.09% 282
2022
Q1 		$2.26M Buy
21,118
+12,312
+140% +$1.41M 0.13% 214
2021
Q4 		$1.34M Buy
8,806
+2,205
+33% +$503K 0.08% 308
2021
Q3 		$1.7M Buy
6,601
+2,335
+55% +$673K 0.12% 232
2021
Q2 		$1.19M Buy
4,266
+1,552
+57% +$347K 0.08% 284
2021
Q1 		$549K Sell
2,714
-11,389
-81% -$2.64M 0.05% 414
2020
Q4 		$3.13M Buy
14,103
+1,050
+8% +$236K 0.35% 65
2020
Q3 		$2.81M Sell
13,053
-5,723
-30% -$1.19M 0.38% 63
2020
Q2 		$3.23M Sell
18,776
-7,094
-27% -$894K 0.5% 41
2020
Q1 		$2.39M Buy
25,870
+1,546
+6% +$124K 0.47% 45
2019
Q4 		$1.8M Buy
24,324
+1,624
+7% +$112K 0.37% 94
2019
Q3 		$1.41M Buy
22,700
+9,925
+78% +$520K 0.23% 133
2019
Q2 		$635K Buy
12,775
+1,216
+11% +$64.9K 0.11% 244
2019
Q1 		$599K Buy
+11,559
New +$590K 0.11% 249

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return