TWA
DOCU

TCI Wealth Advisors’s DocuSign DOCU Stock Holding History

TCI 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
Q2 		– Sell
-315
Closed -$18.4K – 757
2023
Q1 		$18.4K Sell
315
-97
-24% -$5.79K ﹤0.01% 759
2022
Q4 		$22.8K Buy
412
+198
+93% +$9.64K ﹤0.01% 637
2022
Q3 		$11K Sell
214
-72
-25% -$4.51K ﹤0.01% 958
2022
Q2 		$16K Sell
286
-16
-5% -$1.29K ﹤0.01% 729
2022
Q1 		$32K Buy
302
+44
+17% +$5.05K ﹤0.01% 520
2021
Q4 		$39K Buy
258
+22
+9% +$5.02K 0.01% 464
2021
Q3 		$61K Buy
236
+24
+11% +$6.92K 0.01% 372
2021
Q2 		$59K Buy
212
+45
+27% +$10.1K 0.01% 357
2021
Q1 		$34K Buy
167
+86
+106% +$19.9K 0.02% 443
2020
Q4 		$18K Hold
81
– – 0.01% 514
2020
Q3 		$17K Hold
81
– – 0.01% 478
2020
Q2 		$14K Buy
81
+9
+13% +$1.13K 0.01% 505
2020
Q1 		$7K Hold
72
– – ﹤0.01% 634
2019
Q4 		$5K Hold
72
– – ﹤0.01% 841
2019
Q3 		$4K Sell
72
-9
-11% -$471 ﹤0.01% 855
2019
Q2 		$4K Sell
81
-15
-16% -$801 ﹤0.01% 809
2019
Q1 		$5K Hold
96
– – ﹤0.01% 779
2018
Q4 		$4K Buy
96
+90
+1,500% +$3.78K ﹤0.01% 812
2018
Q3 		$0 Buy
+6
New +$340 ﹤0.01% 1488

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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