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 		$259K Sell
6,270
-400
-6% -$17.8K 0.03% 478
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 $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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 $259K. The position accounts for 0.03% of the portfolio, ranked #478.

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. 277 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

  • B. Riley Wealth Management held 6,270 shares of DigitalOcean worth $259K as of Q2 2022.
  • B. Riley Wealth Management sold 400 DigitalOcean shares in Q2 2022, an estimated $17.8K.
  • DigitalOcean made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #478 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.
  • 277 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.