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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clear Creek Financial Management's DOCU Position: Q4 2024 in Review

Clear Creek Financial Management sold out of DocuSign (DOCU) in Q4 2024, closing a stake of 3,902 shares — an estimated $242K sold.

Clear Creek Financial Management first reported a position in DOCU in Q4 2021 and held it in 9 quarters. The position peaked at $3.2M in Q4 2021. 819 funds tracked by Wall St. Rank hold DOCU as of Q4 2024.

Clear Creek Financial Management reported no remaining DocuSign position as of Q4 2024 after selling out during the quarter.
Clear Creek Financial Management sold 3,902 DocuSign shares in Q4 2024, an estimated $242K.
Clear Creek Financial Management first reported a position in DocuSign in Q4 2021 and held it in 9 quarters.
Clear Creek Financial Management's DocuSign position peaked at $3.2M in Q4 2021.
819 funds tracked by Wall St. Rank held DocuSign as of Q4 2024.

Based on Clear Creek Financial Management's 13F filing for Q4 2024, filed 24 Jan 2025.