CCFM
DOCU

Clear Creek Financial Management’s DocuSign DOCU Stock Holding History

Clear Creek Financial Management’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
2024
Q4 		– Sell
-3,902
Closed -$242K – 483
2024
Q3 		$242K Sell
3,902
-976
-20% -$54.7K 0.03% 394
2024
Q2 		$261K Sell
4,878
-1,598
-25% -$90.1K 0.03% 362
2024
Q1 		$386K Buy
+6,476
New +$366K 0.05% 286
2023
Q2 		– Sell
-3,984
Closed -$232K – 330
2023
Q1 		$232K Sell
3,984
-140
-3% -$8.35K 0.04% 262
2022
Q4 		$229K Sell
4,124
-273
-6% -$13.3K 0.05% 246
2022
Q3 		$235K Buy
4,397
+95
+2% +$5.96K 0.05% 230
2022
Q2 		$247K Sell
4,302
-14,227
-77% -$1.15M 0.05% 241
2022
Q1 		$1.99M Sell
18,529
-2,500
-12% -$287K 0.31% 83
2021
Q4 		$3.2M Buy
+21,029
New +$4.79M 0.48% 48

Other funds holding DOCU

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return