Clearview Wealth Advisors’s DocuSign DOCU Stock Holding History

Clearview 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 Q3	–	Sell	-20	Closed	-$1.02K	–	241
2023 Q2	$1.02K	Hold	20	–	–	﹤0.01%	604
2023 Q1	$1.17K	Buy	20 +4	+25%	+$239	﹤0.01%	567
2022 Q4	$887	Sell	16 -82	-84%	-$3.99K	﹤0.01%	538
2022 Q3	$5K	Sell	98 -71	-42%	-$4.45K	﹤0.01%	406
2022 Q2	$10K	Sell	169 -11	-6%	-$891	0.01%	349
2022 Q1	$19K	Buy	180 +31	+21%	+$3.56K	0.01%	305
2021 Q4	$23K	Buy	149 +44	+42%	+$10K	0.01%	311
2021 Q3	$27K	Sell	105 -47	-31%	-$13.5K	0.02%	298
2021 Q2	$42K	Buy	152 +56	+58%	+$12.5K	0.03%	255
2021 Q1	$19K	Buy	96 +30	+45%	+$6.96K	0.01%	337
2020 Q4	$15K	Buy	+66	New	+$14.8K	0.01%	327

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's DOCU Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 20 shares — an estimated $1.02K sold.

Clearview Wealth Advisors first reported a position in DOCU in Q4 2020 and held it in 11 quarters. The position peaked at $42K in Q2 2021. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

Clearview Wealth Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 DocuSign shares in Q3 2023, an estimated $1.02K.
Clearview Wealth Advisors first reported a position in DocuSign in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's DocuSign position peaked at $42K in Q2 2021.
663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.