Wealth Management Associates’s DocuSign DOCU Stock Holding History

Wealth Management Associates’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 Q4	–	Sell	-9,730	Closed	-$701K	–	236
2025 Q3	$701K	Sell	9,730 -25	-0.3%	-$1.93K	0.25%	77
2025 Q2	$760K	Sell	9,755 -55	-0.6%	-$4.45K	0.3%	69
2025 Q1	$799K	Buy	9,810 +580	+6%	+$50.8K	0.34%	60
2024 Q4	$830K	Sell	9,230 -190	-2%	-$15.2K	0.35%	60
2024 Q3	$585K	Sell	9,420 -455	-5%	-$25.5K	0.26%	82
2024 Q2	$528K	Hold	9,875	–	–	0.25%	82
2024 Q1	$528K	Buy	9,875 +1,870	+23%	+$106K	0.25%	82
2023 Q4	$476K	Buy	+8,005	New	+$367K	0.25%	84
2022 Q1	–	Sell	-3,717	Closed	-$566K	–	191
2021 Q4	$566K	Buy	3,717 +884	+31%	+$202K	0.3%	85
2021 Q3	$729K	Buy	2,833 +33	+1%	+$9.51K	0.43%	59
2021 Q2	$783K	Buy	2,800 +502	+22%	+$112K	0.44%	56
2021 Q1	$465K	Buy	2,298 +612	+36%	+$142K	0.3%	85
2020 Q4	$375K	Sell	1,686 -25	-1%	-$5.62K	0.25%	104
2020 Q3	$368K	Sell	1,711 -50	-3%	-$10.4K	0.28%	86
2020 Q2	$303K	Buy	+1,761	New	+$222K	0.26%	93

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Capital World Investors

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

Geode Capital Management

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T. Rowe Price Associates

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UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return