CFD
DOCU

Creative Financial Designs’s DocuSign DOCU Stock Holding History

Creative Financial Designs’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
2026
Q1 		$8.25K Sell
174
-124
-42% -$6.34K ﹤0.01% 1462
2025
Q4 		$20.4K Hold
298
– – ﹤0.01% 1149
2025
Q3 		$21.5K Hold
298
– – ﹤0.01% 1130
2025
Q2 		$23.2K Hold
298
– – ﹤0.01% 1097
2025
Q1 		$24.3K Buy
+298
New +$26.1K ﹤0.01% 1031
2023
Q3 		– Sell
-27
Closed -$1.38K – 1519
2023
Q2 		$1.38K Hold
27
– – ﹤0.01% 1346
2023
Q1 		$1.57K Buy
+27
New +$1.61K ﹤0.01% 1272
2021
Q1 		– Sell
-180
Closed -$40K – 1316
2020
Q4 		$40K Sell
180
-50
-22% -$11.2K 0.01% 557
2020
Q3 		$50K Buy
230
+80
+53% +$16.6K 0.01% 461
2020
Q2 		$26K Buy
+150
New +$18.9K 0.01% 544
2018
Q4 		– Sell
-100
Closed -$5K – 629
2018
Q3 		$5K Buy
+100
New +$5.67K ﹤0.01% 523

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return