WA
DOCU

Wealth Architects’s DocuSign DOCU Stock Holding History

Wealth Architects’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
Q2 		– Sell
-2,385
Closed -$255K – 189
2022
Q1 		$255K Buy
2,385
+79
+3% +$9.07K 0.04% 164
2021
Q4 		$351K Buy
2,306
+1,051
+84% +$240K 0.06% 140
2021
Q3 		$323K Buy
1,255
+62
+5% +$17.9K 0.06% 133
2021
Q2 		$334K Sell
1,193
-18
-1% -$4.03K 0.07% 123
2021
Q1 		$245K Buy
1,211
+38
+3% +$8.81K 0.05% 142
2020
Q4 		$261K Sell
1,173
-6
-0.5% -$1.35K 0.06% 126
2020
Q3 		$254K Sell
1,179
-248
-17% -$51.5K 0.07% 121
2020
Q2 		$246K Buy
+1,427
New +$180K 0.07% 120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return