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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Total Clarity Wealth Management's DOCU Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 50 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in DOCU in Q4 2019 and held it in 6 quarters. The position peaked at $885K in Q2 2020. 738 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

Total Clarity Wealth Management reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 50 DocuSign shares in Q3 2022, an estimated $3K.
Total Clarity Wealth Management first reported a position in DocuSign in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's DocuSign position peaked at $885K in Q2 2020.
738 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.