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
2019 Q4	–	Sell	-7,300	Closed	-$452K	–	123
2019 Q3	$452K	Sell	7,300 -17,200	-70%	-$901K	0.17%	67
2019 Q2	$1.22M	Buy	24,500 +9,100	+59%	+$486K	0.48%	35
2019 Q1	$799K	Buy	15,400 +2,900	+23%	+$148K	0.35%	42
2018 Q4	$501K	Buy	+12,500	New	+$525K	0.2%	70

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

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. 964 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.
964 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.