First National Bank of South Miami’s DocuSign DOCU Stock Holding History

First National Bank of South Miami’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
2020 Q4	–	Sell	-20	Closed	-$4K	–	301
2020 Q3	$4K	Sell	20 -30	-60%	-$6.23K	﹤0.01%	251
2020 Q2	$9K	Buy	+50	New	+$6.3K	0.01%	231

Other funds holding DOCU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First National Bank of South Miami's DOCU Position: Q4 2020 in Review

First National Bank of South Miami sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 20 shares — an estimated $4K sold.

First National Bank of South Miami first reported a position in DOCU in Q2 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 964 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

First National Bank of South Miami reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
First National Bank of South Miami sold 20 DocuSign shares in Q4 2020, an estimated $4K.
First National Bank of South Miami first reported a position in DocuSign in Q2 2020 and held it in 2 quarters.
First National Bank of South Miami's DocuSign position peaked at $9K in Q2 2020.
964 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on First National Bank of South Miami's 13F filing for Q4 2020, filed 16 Feb 2021.