CWA
DOCU

Canvas Wealth Advisors’s DocuSign DOCU Stock Holding History

Canvas Wealth Advisors’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
Q4 		– Sell
-7,829
Closed -$315K – 129
2023
Q3 		$315K Buy
7,829
+3,305
+73% +$162K 0.13% 91
2023
Q2 		$234K Buy
+4,524
New +$240K 0.09% 119
2023
Q1 		– Sell
-3,965
Closed -$228K – 142
2022
Q4 		$228K Sell
3,965
-1,288
-25% -$62.7K 0.1% 130
2022
Q3 		$257K Sell
5,253
-13,401
-72% -$840K 0.11% 105
2022
Q2 		$1.07M Sell
18,654
-13,810
-43% -$1.12M 0.43% 52
2022
Q1 		$2.73M Buy
32,464
+19,087
+143% +$2.19M 0.99% 27
2021
Q4 		$2.04M Sell
13,377
-12,292
-48% -$2.8M 0.73% 36
2021
Q3 		$6.61M Buy
25,669
+1,833
+8% +$528K 2.7% 7
2021
Q2 		$6.66M Buy
23,836
+5,635
+31% +$1.26M 2.99% 7
2021
Q1 		$3.89M Buy
+18,201
New +$4.22M 2.27% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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