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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

TRUE Private Wealth Advisors's DOCU Position: Q4 2021 in Review

TRUE Private Wealth Advisors sold out of DocuSign (DOCU) in Q4 2021, closing a stake of 1,807 shares — an estimated $465K sold.

TRUE Private Wealth Advisors first reported a position in DOCU in Q1 2020 and held it in 7 quarters. The position peaked at $465K in Q3 2021. 1,008 funds tracked by Wall St. Rank hold DOCU as of Q4 2021.

TRUE Private Wealth Advisors reported no remaining DocuSign position as of Q4 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,807 DocuSign shares in Q4 2021, an estimated $465K.
TRUE Private Wealth Advisors first reported a position in DocuSign in Q1 2020 and held it in 7 quarters.
TRUE Private Wealth Advisors's DocuSign position peaked at $465K in Q3 2021.
1,008 funds tracked by Wall St. Rank held DocuSign as of Q4 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.