TPWA
DOCU

TRUE Private Wealth Advisors’s DocuSign DOCU Stock Holding History

TRUE Private 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
2021
Q4 		– Sell
-1,807
Closed -$465K – 270
2021
Q3 		$465K Buy
1,807
+315
+21% +$90.8K 0.07% 150
2021
Q2 		$417K Buy
1,492
+52
+4% +$11.6K 0.06% 150
2021
Q1 		$292K Buy
1,440
+21
+1% +$4.87K 0.05% 177
2020
Q4 		$315K Buy
1,419
+344
+32% +$77.3K 0.05% 156
2020
Q3 		$231K Buy
1,075
+975
+975% +$202K 0.04% 172
2020
Q2 		$17K Hold
100
– – ﹤0.01% 426
2020
Q1 		$9K Buy
+100
New +$8.04K ﹤0.01% 460

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