FNBT
DOCU

FineMark National Bank & Trust’s DocuSign DOCU Stock Holding History

FineMark National Bank & Trust’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
2025
Q1 		– Sell
-2,332
Closed -$210K – 450
2024
Q4 		$210K Buy
+2,332
New +$186K 0.01% 407
2023
Q1 		– Sell
-4,113
Closed -$228K – 429
2022
Q4 		$228K Sell
4,113
-217
-5% -$10.6K 0.01% 360
2022
Q3 		$231K Buy
4,330
+200
+5% +$12.5K 0.01% 353
2022
Q2 		$237K Sell
4,130
-262
-6% -$21.2K 0.01% 372
2022
Q1 		$470K Sell
4,392
-11
-0.2% -$1.26K 0.02% 298
2021
Q4 		$671K Buy
4,403
+136
+3% +$31K 0.03% 261
2021
Q3 		$1.1M Buy
4,267
+18
+0.4% +$5.19K 0.05% 200
2021
Q2 		$1.19M Sell
4,249
-131
-3% -$29.3K 0.05% 196
2021
Q1 		$887K Hold
4,380
– – 0.04% 220
2020
Q4 		$974K Sell
4,380
-1,255
-22% -$282K 0.04% 204
2020
Q3 		$1.21M Sell
5,635
-760
-12% -$158K 0.06% 163
2020
Q2 		$1.1M Buy
6,395
+625
+11% +$78.8K 0.06% 164
2020
Q1 		$533K Buy
5,770
+300
+5% +$24.1K 0.03% 220
2019
Q4 		$405K Hold
5,470
– – 0.02% 267
2019
Q3 		$339K Sell
5,470
-151
-3% -$7.91K 0.02% 284
2019
Q2 		$279K Sell
5,621
-311
-5% -$16.6K 0.02% 305
2019
Q1 		$308K Buy
+5,932
New +$303K 0.02% 275

Other funds holding DOCU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FineMark National Bank & Trust's DOCU Position: Q1 2025 in Review

FineMark National Bank & Trust sold out of DocuSign (DOCU) in Q1 2025, closing a stake of 2,332 shares — an estimated $210K sold.

FineMark National Bank & Trust first reported a position in DOCU in Q1 2019 and held it in 17 quarters. The position peaked at $1.21M in Q3 2020. 811 funds tracked by Wall St. Rank hold DOCU as of Q1 2025.

  • FineMark National Bank & Trust reported no remaining DocuSign position as of Q1 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 2,332 DocuSign shares in Q1 2025, an estimated $210K.
  • FineMark National Bank & Trust first reported a position in DocuSign in Q1 2019 and held it in 17 quarters.
  • FineMark National Bank & Trust's DocuSign position peaked at $1.21M in Q3 2020.
  • 811 funds tracked by Wall St. Rank held DocuSign as of Q1 2025.

Based on FineMark National Bank & Trust's 13F filing for Q1 2025, filed 13 May 2025.