TWP
DOCU

TFO Wealth Partners’s DocuSign DOCU Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-216
Closed -$11K – 969
2023
Q3 		$11K Buy
216
+7
+3% +$343 ﹤0.01% 160
2023
Q2 		$10.7K Buy
+209
New +$11.1K ﹤0.01% 151
2022
Q3 		– Sell
-13
Closed -$1K – 230
2022
Q2 		$1K Buy
+13
New +$1.05K ﹤0.01% 394
2021
Q2 		– Sell
-300
Closed -$61K – 121
2021
Q1 		$61K Buy
+300
New +$69.6K 0.02% 68

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Coatue Management
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State Street
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Capital World Investors
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
NMO
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return