PFPT
DOCU

Pinnacle Financial Partners (Tennessee)’s DocuSign DOCU Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2022
Q4 		– Sell
-165
Closed -$9K – 560
2022
Q3 		$9K Buy
+165
New +$10.3K ﹤0.01% 479
2021
Q1 		– Sell
-95
Closed -$20K – 433
2020
Q4 		$20K Hold
95
– – ﹤0.01% 391
2020
Q3 		$20K Hold
95
– – ﹤0.01% 383
2020
Q2 		$16K Hold
95
– – ﹤0.01% 377
2020
Q1 		$9K Hold
95
– – ﹤0.01% 391
2019
Q4 		$7K Buy
+95
New +$6.53K ﹤0.01% 432
2019
Q2 		– Sell
-95
Closed -$5K – 384
2019
Q1 		$5K Buy
+95
New +$4.85K ﹤0.01% 413

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DOCU Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of DocuSign (DOCU) in Q4 2022, closing a stake of 165 shares — an estimated $9K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DOCU in Q1 2019 and held it in 7 quarters. The position peaked at $20K in Q4 2020. 734 funds tracked by Wall St. Rank hold DOCU as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining DocuSign position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 165 DocuSign shares in Q4 2022, an estimated $9K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in DocuSign in Q1 2019 and held it in 7 quarters.
  • Pinnacle Financial Partners (Tennessee)'s DocuSign position peaked at $20K in Q4 2020.
  • 734 funds tracked by Wall St. Rank held DocuSign as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.