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 – 1147
2020
Q4 		$44K Hold
200
– – 0.01% 520
2020
Q3 		$43K 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

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

FinTrust Capital Advisors's DOCU Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its DocuSign (DOCU) stake by 3.1% in Q3 2024, selling an estimated $9.92K and leaving 5,515 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #234.

FinTrust Capital Advisors first reported a position in DOCU in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.24M in Q3 2021. 693 funds tracked by Wall St. Rank hold DOCU as of Q3 2024.

  • FinTrust Capital Advisors held 5,515 shares of DocuSign worth $328K as of Q3 2024.
  • FinTrust Capital Advisors sold 177 DocuSign shares in Q3 2024, an estimated $9.92K.
  • DocuSign made up 0.06% of FinTrust Capital Advisors's portfolio in Q3 2024, its #234 holding.
  • FinTrust Capital Advisors first reported a position in DocuSign in Q3 2019 and has held it in 20 quarters since.
  • FinTrust Capital Advisors's DocuSign position peaked at $2.24M in Q3 2021.
  • 693 funds tracked by Wall St. Rank held DocuSign as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.