CWA
DOCU

Clarus Wealth Advisors’s DocuSign DOCU Stock Holding History

Clarus 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
2020
Q2 		– Sell
-6,303
Closed -$498K – 134
2020
Q1 		$498K Sell
6,303
-368
-6% -$29.6K 0.5% 59
2019
Q4 		$506K Buy
6,671
+2,108
+46% +$145K 0.33% 83
2019
Q3 		$283K Buy
+4,563
New +$239K 0.21% 101

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clarus Wealth Advisors's DOCU Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of DocuSign (DOCU) in Q2 2020, closing a stake of 6,303 shares — an estimated $498K sold.

Clarus Wealth Advisors first reported a position in DOCU in Q3 2019 and held it in 3 quarters. The position peaked at $506K in Q4 2019. 735 funds tracked by Wall St. Rank hold DOCU as of Q2 2020.

  • Clarus Wealth Advisors reported no remaining DocuSign position as of Q2 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 6,303 DocuSign shares in Q2 2020, an estimated $498K.
  • Clarus Wealth Advisors first reported a position in DocuSign in Q3 2019 and held it in 3 quarters.
  • Clarus Wealth Advisors's DocuSign position peaked at $506K in Q4 2019.
  • 735 funds tracked by Wall St. Rank held DocuSign as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.