FCA
DOCU

FinTrust Capital Advisors’s DocuSign DOCU Stock Holding History

FinTrust Capital 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
2024
Q3 		$328K Sell
5,515
-177
-3% -$9.92K 0.06% 234
2024
Q2 		$305K Sell
5,692
-54
-0.9% -$3.05K 0.06% 227
2024
Q1 		$342K Sell
5,746
-404
-7% -$22.8K 0.07% 209
2023
Q4 		$366K Sell
6,150
-6,491
-51% -$298K 0.07% 199
2023
Q3 		$531K Buy
12,641
+4,562
+56% +$224K 0.12% 156
2023
Q2 		$448K Hold
8,079
– – 0.11% 170
2023
Q1 		$448K Hold
8,079
– – 0.11% 167
2022
Q4 		$448K Sell
8,079
-3,154
-28% -$154K 0.11% 167
2022
Q3 		$545K Buy
11,233
+2,007
+22% +$126K 0.14% 152
2022
Q2 		$595K Buy
9,226
+671
+8% +$54.3K 0.15% 145
2022
Q1 		$917K Sell
8,555
-178
-2% -$20.4K 0.21% 104
2021
Q4 		$1.33M Buy
8,733
+42
+0.5% +$9.57K 0.32% 68
2021
Q3 		$2.24M Buy
8,691
+8,546
+5,894% +$2.46M 0.59% 37
2021
Q2 		$41K Buy
+145
New +$32.4K 0.01% 592
2021
Q1 		– Sell
-200
Closed -$44K – 1148
2020
Q4 		$44K Hold
200
– – 0.01% 520
2020
Q3 		$43 Buy
200
+100
+100% +$20.8K 0.01% 519
2020
Q2 		$17K Hold
100
– – 0.01% 649
2020
Q1 		$9K Hold
100
– – ﹤0.01% 764
2019
Q4 		$7K Hold
100
– – ﹤0.01% 796
2019
Q3 		$6K Buy
+100
New +$5.24K ﹤0.01% 836

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NMO
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JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return