CWA
DOCU

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
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return