Fort Point Capital Partners’s DocuSign DOCU Stock Holding History

Fort Point Capital Partners’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	-1,250	Closed	-$269K	–	154
2020 Q3	$269K	Sell	1,250 -1,886	-60%	-$391K	0.07%	116
2020 Q2	$540K	Sell	3,136 -1,150	-27%	-$145K	0.17%	65
2020 Q1	$396K	Sell	4,286 -3,000	-41%	-$241K	0.17%	63
2019 Q4	$540K	Hold	7,286	–	–	0.19%	62
2019 Q3	$451K	Sell	7,286 -17,286	-70%	-$905K	0.17%	68
2019 Q2	$1.22M	Hold	24,572	–	–	0.48%	34
2019 Q1	$1.27M	Sell	24,572 -25	-0.1%	-$1.28K	0.56%	34
2018 Q4	$986K	Buy	+24,597	New	+$1.03M	0.4%	42

Other funds holding DOCU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fort Point Capital Partners's DOCU Position: Q4 2020 in Review

Fort Point Capital Partners sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,250 shares — an estimated $269K sold.

Fort Point Capital Partners first reported a position in DOCU in Q4 2018 and held it in 8 quarters. The position peaked at $1.27M in Q1 2019. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

Fort Point Capital Partners reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
Fort Point Capital Partners sold 1,250 DocuSign shares in Q4 2020, an estimated $269K.
Fort Point Capital Partners first reported a position in DocuSign in Q4 2018 and held it in 8 quarters.
Fort Point Capital Partners's DocuSign position peaked at $1.27M in Q1 2019.
965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Fort Point Capital Partners's 13F filing for Q4 2020, filed 9 Feb 2021.