PWMAG
DOCU

Pinnacle Wealth Management Advisory Group’s DocuSign DOCU Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q3 		– Sell
-5,628
Closed -$323K – 279
2022
Q2 		$323K Sell
5,628
-5,425
-49% -$439K 0.05% 216
2022
Q1 		$1.18M Buy
+11,053
New +$1.27M 0.17% 109

Other funds holding DOCU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's DOCU Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of DocuSign (DOCU) in Q3 2022, closing a stake of 5,628 shares — an estimated $323K sold.

Pinnacle Wealth Management Advisory Group first reported a position in DOCU in Q1 2022 and held it in 2 quarters. The position peaked at $1.18M in Q1 2022. 737 funds tracked by Wall St. Rank hold DOCU as of Q3 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining DocuSign position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 5,628 DocuSign shares in Q3 2022, an estimated $323K.
  • Pinnacle Wealth Management Advisory Group first reported a position in DocuSign in Q1 2022 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's DocuSign position peaked at $1.18M in Q1 2022.
  • 737 funds tracked by Wall St. Rank held DocuSign as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.