POIA
DOCU

Pin Oak Investment Advisors’s DocuSign DOCU Stock Holding History

Pin Oak Investment 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
2023
Q3 		– Sell
-369
Closed -$19K – 465
2023
Q2 		$19K Hold
369
– – 0.02% 254
2023
Q1 		$22K Hold
369
– – 0.03% 226
2022
Q4 		$20K Hold
369
– – 0.02% 226
2022
Q3 		$20K Hold
369
– – 0.03% 216
2022
Q2 		$21K Buy
369
+157
+74% +$12.7K 0.03% 228
2022
Q1 		$23K Buy
212
+126
+147% +$14.5K 0.02% 238
2021
Q4 		$13K Buy
+86
New +$19.6K 0.01% 300
2021
Q1 		– Sell
-100
Closed -$22K – 410
2020
Q4 		$22K Buy
+100
New +$22.5K 0.02% 255

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pin Oak Investment Advisors's DOCU Position: Q3 2023 in Review

Pin Oak Investment Advisors sold out of DocuSign (DOCU) in Q3 2023, closing a stake of 369 shares — an estimated $19K sold.

Pin Oak Investment Advisors first reported a position in DOCU in Q4 2020 and held it in 8 quarters. The position peaked at $23K in Q1 2022. 663 funds tracked by Wall St. Rank hold DOCU as of Q3 2023.

  • Pin Oak Investment Advisors reported no remaining DocuSign position as of Q3 2023 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 369 DocuSign shares in Q3 2023, an estimated $19K.
  • Pin Oak Investment Advisors first reported a position in DocuSign in Q4 2020 and held it in 8 quarters.
  • Pin Oak Investment Advisors's DocuSign position peaked at $23K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held DocuSign as of Q3 2023.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.