CAN
DOCU

Claraphi Advisory Network’s DocuSign DOCU Stock Holding History

Claraphi Advisory Network’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
2022
Q1 		– Sell
-2,236
Closed -$341K – 297
2021
Q4 		$341K Sell
2,236
-1,536
-41% -$350K 0.12% 197
2021
Q3 		$971K Sell
3,772
-2,631
-41% -$758K 0.34% 63
2021
Q2 		$1.79M Sell
6,403
-338
-5% -$75.6K 0.54% 34
2021
Q1 		$1.36M Buy
6,741
+2,054
+44% +$476K 0.38% 50
2020
Q4 		$1.04M Buy
4,687
+2,685
+134% +$603K 0.28% 63
2020
Q3 		$431K Buy
2,002
+330
+20% +$68.5K 0.16% 129
2020
Q2 		$288K Buy
1,672
+439
+36% +$55.3K 0.12% 168
2020
Q1 		$114K Buy
+1,233
New +$99.2K 0.05% 300

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return