PFA
DOCU

Pinnacle Family Advisors’s DocuSign DOCU Stock Holding History

Pinnacle Family 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
2020
Q4 		– Sell
-1,283
Closed -$276K – 126
2020
Q3 		$276K Sell
1,283
-338
-21% -$70.2K 0.19% 57
2020
Q2 		$279K Buy
+1,621
New +$204K 0.24% 55

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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pinnacle Family Advisors's DOCU Position: Q4 2020 in Review

Pinnacle Family Advisors sold out of DocuSign (DOCU) in Q4 2020, closing a stake of 1,283 shares — an estimated $276K sold.

Pinnacle Family Advisors first reported a position in DOCU in Q2 2020 and held it in 2 quarters. The position peaked at $279K in Q2 2020. 965 funds tracked by Wall St. Rank hold DOCU as of Q4 2020.

  • Pinnacle Family Advisors reported no remaining DocuSign position as of Q4 2020 after selling out during the quarter.
  • Pinnacle Family Advisors sold 1,283 DocuSign shares in Q4 2020, an estimated $276K.
  • Pinnacle Family Advisors first reported a position in DocuSign in Q2 2020 and held it in 2 quarters.
  • Pinnacle Family Advisors's DocuSign position peaked at $279K in Q2 2020.
  • 965 funds tracked by Wall St. Rank held DocuSign as of Q4 2020.

Based on Pinnacle Family Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.