LWM
DOCU

Liberty Wealth Management’s DocuSign DOCU Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-136
Closed -$35K – 405
2021
Q3 		$35K Buy
136
+98
+258% +$28.2K 0.01% 496
2021
Q2 		$11K Buy
38
+17
+81% +$3.8K ﹤0.01% 629
2021
Q1 		$4K Hold
21
– – ﹤0.01% 726
2020
Q4 		$4K Sell
21
-16
-43% -$3.59K ﹤0.01% 722
2020
Q3 		$8K Buy
37
+5
+16% +$1.04K ﹤0.01% 552
2020
Q2 		$6K Hold
32
– – ﹤0.01% 571
2020
Q1 		$3K Sell
32
-7
-18% -$563 ﹤0.01% 666
2019
Q4 		$3K Hold
39
– – ﹤0.01% 726
2019
Q3 		$2K Hold
39
– – ﹤0.01% 733
2019
Q2 		$2K Hold
39
– – ﹤0.01% 756
2019
Q1 		$2K Hold
39
– – ﹤0.01% 625
2018
Q4 		$1K Buy
+39
New +$1.64K ﹤0.01% 703

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return