B. Riley Wealth Advisors’s DigitalOcean DOCN Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-5,262	Closed	-$211K	–	1552
2023 Q2	$211K	Sell	5,262 -500	-9%	-$18.4K	﹤0.01%	1329
2023 Q1	$226K	Buy	+5,762	New	+$181K	0.01%	1233
2022 Q4	–	Sell	-8,224	Closed	-$298K	–	1511
2022 Q3	$298K	Buy	+8,224	New	+$346K	0.01%	1003
2022 Q1	–	Sell	-2,664	Closed	-$214K	–	1415
2021 Q4	$214K	Buy	+2,664	New	+$249K	0.01%	1241

Other funds holding DOCN

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

B. Riley Wealth Advisors's DOCN Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of DigitalOcean (DOCN) in Q3 2023, closing a stake of 5,262 shares — an estimated $211K sold.

B. Riley Wealth Advisors first reported a position in DOCN in Q4 2021 and held it in 4 quarters. The position peaked at $298K in Q3 2022. 226 funds tracked by Wall St. Rank hold DOCN as of Q3 2023.

B. Riley Wealth Advisors reported no remaining DigitalOcean position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 5,262 DigitalOcean shares in Q3 2023, an estimated $211K.
B. Riley Wealth Advisors first reported a position in DigitalOcean in Q4 2021 and held it in 4 quarters.
B. Riley Wealth Advisors's DigitalOcean position peaked at $298K in Q3 2022.
226 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.