TSWM
DOCU

Tyler-Stone Wealth Management’s DocuSign DOCU Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-355
Closed -$19K – 459
2024
Q2 		$19K Hold
355
– – 0.01% 533
2024
Q1 		$21.1K Hold
355
– – 0.01% 516
2023
Q4 		$21.1K Sell
355
-300
-46% -$13.8K 0.01% 492
2023
Q3 		$28K Sell
655
-50
-7% -$2.45K 0.02% 429
2023
Q2 		$36K Buy
+705
New +$37.3K 0.02% 383
2022
Q4 		$29K Buy
530
+336
+173% +$16.4K 0.02% 395
2022
Q3 		$10K Hold
194
– – 0.01% 533
2022
Q2 		$11K Hold
194
– – 0.01% 532
2022
Q1 		$21K Hold
194
– – 0.01% 466
2021
Q4 		$30K Buy
+194
New +$44.2K 0.02% 434

Other funds holding DOCU

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return