TCWM
DOCU

Total Clarity Wealth Management’s DocuSign DOCU Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-50
Closed -$3K – 403
2022
Q2 		$3K Buy
+50
New +$4.05K ﹤0.01% 876
2022
Q1 		– Sell
-287
Closed -$44K – 380
2021
Q4 		$44K Sell
287
-275
-49% -$62.7K 0.02% 431
2021
Q3 		$145K Buy
+562
New +$162K 0.07% 256
2021
Q2 		– Sell
-564
Closed -$114K – 322
2021
Q1 		$114K Buy
+564
New +$131K 0.07% 228
2020
Q3 		– Sell
-5,140
Closed -$885K – 127
2020
Q2 		$885K Buy
+5,140
New +$648K 0.81% 35
2020
Q1 		– Sell
-860
Closed -$64K – 211
2019
Q4 		$64K Buy
+860
New +$59.1K 0.05% 231

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return