AWM
DOCN icon

Avior Wealth Management’s DigitalOcean DOCN Stock Holding History

Avior Wealth Management’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$2.56K – 1159
2024
Q4 		$2.56K Sell
75
-75
-50% -$2.94K ﹤0.01% 2070
2024
Q3 		$6.06K Buy
+150
New +$5.35K ﹤0.01% 1713
2024
Q2 		– Sell
-12
Closed -$458 – 2663
2024
Q1 		$458 Buy
+12
New +$446 ﹤0.01% 2591

Other funds holding DOCN

BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's DOCN Position: Q1 2025 in Review

Avior Wealth Management sold out of DigitalOcean (DOCN) in Q1 2025, closing a stake of 75 shares — an estimated $2.56K sold.

Avior Wealth Management first reported a position in DOCN in Q1 2024 and held it in 3 quarters. The position peaked at $6.06K in Q3 2024. 299 funds tracked by Wall St. Rank hold DOCN as of Q1 2025.

  • Avior Wealth Management reported no remaining DigitalOcean position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 75 DigitalOcean shares in Q1 2025, an estimated $2.56K.
  • Avior Wealth Management first reported a position in DigitalOcean in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's DigitalOcean position peaked at $6.06K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.