BRWM
DOCN icon

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

B. Riley 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
2022
Q2 		$259 Sell
6,270
-400
-6% -$17.8K ﹤0.01% 579
2022
Q1 		$386K Buy
6,670
+1,408
+27% +$82.2K 0.03% 386
2021
Q4 		$423K Sell
5,262
-88
-2% -$8.24K 0.03% 389
2021
Q3 		$415K Buy
+5,350
New +$331K 0.03% 379

Other funds holding DOCN

IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

B. Riley Wealth Management's DOCN Position: Q2 2022 in Review

B. Riley Wealth Management reduced its DigitalOcean (DOCN) stake by 6% in Q2 2022, selling an estimated $17.8K and leaving 6,270 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #579.

B. Riley Wealth Management first reported a position in DOCN in Q3 2021 and has held it in 4 quarters since. The position peaked at $423K in Q4 2021. 278 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

  • B. Riley Wealth Management held 6,270 shares of DigitalOcean worth $259 as of Q2 2022.
  • B. Riley Wealth Management sold 400 DigitalOcean shares in Q2 2022, an estimated $17.8K.
  • DigitalOcean made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #579 holding.
  • B. Riley Wealth Management first reported a position in DigitalOcean in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's DigitalOcean position peaked at $423K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.