WWM
DOCU

Wolff Wiese Magana’s DocuSign DOCU Stock Holding History

Wolff Wiese Magana’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
Q2 		– Sell
-452
Closed -$36.8K – 1008
2025
Q1 		$36.8K Sell
452
-84
-16% -$7.36K 0.03% 218
2024
Q4 		$48.2K Sell
536
-88
-14% -$7.03K 0.03% 199
2024
Q3 		$38.7K Buy
624
+74
+13% +$4.15K 0.03% 211
2024
Q2 		$29.4K Sell
550
-129
-19% -$7.28K 0.02% 210
2024
Q1 		$40.4K Hold
679
– – 0.03% 165
2023
Q4 		$40.4K Sell
679
-294
-30% -$13.5K 0.04% 157
2023
Q3 		$40.9K Sell
973
-160
-14% -$7.84K 0.03% 202
2023
Q2 		$57.9K Hold
1,133
– – 0.04% 177
2023
Q1 		$66.1K Hold
1,133
– – 0.05% 164
2022
Q4 		$62.8K Sell
1,133
-535
-32% -$26K 0.05% 163
2022
Q3 		$90K Sell
1,668
-24
-1% -$1.5K 0.07% 178
2022
Q2 		$97K Sell
1,692
-129
-7% -$10.4K 0.07% 178
2022
Q1 		$196K Buy
1,821
+6
+0.3% +$689 0.13% 125
2021
Q4 		$277K Buy
1,815
+382
+27% +$87.1K 0.18% 109
2021
Q3 		$369K Buy
1,433
+90
+7% +$25.9K 0.26% 91
2021
Q2 		$375K Buy
1,343
+85
+7% +$19K 0.27% 87
2021
Q1 		$255K Sell
1,258
-1,217
-49% -$282K 0.2% 99
2020
Q4 		$550K Buy
+2,475
New +$556K 0.46% 57

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return