BWM
DOCU

BerganKDV Wealth Management’s DocuSign DOCU Stock Holding History

BerganKDV Wealth Management’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
Q2 		$1.07K Hold
21
– – ﹤0.01% 748
2023
Q1 		$1.23K Hold
21
– – ﹤0.01% 883
2022
Q4 		$1.16K Sell
21
-102
-83% -$4.96K ﹤0.01% 862
2022
Q3 		$7K Sell
123
-4
-3% -$251 ﹤0.01% 619
2022
Q2 		$7K Buy
127
+12
+10% +$971 ﹤0.01% 636
2022
Q1 		$12K Buy
115
+3
+3% +$344 ﹤0.01% 585
2021
Q4 		$17K Sell
112
-6
-5% -$1.37K ﹤0.01% 564
2021
Q3 		$30K Hold
118
– – ﹤0.01% 466
2021
Q2 		$33K Buy
118
+100
+556% +$22.4K ﹤0.01% 446
2021
Q1 		$4K Hold
18
– – ﹤0.01% 687
2020
Q4 		$4K Hold
18
– – ﹤0.01% 685
2020
Q3 		$4K Buy
18
+4
+29% +$830 ﹤0.01% 599
2020
Q2 		$2K Buy
+14
New +$1.76K ﹤0.01% 740

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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