Baldwin Wealth Partners’s DigitalOcean DOCN Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-1,500	Closed	-$54K	–	791
2022 Q3	$54K	Hold	1,500	–	–	0.01%	322
2022 Q2	$62K	Hold	1,500	–	–	0.01%	322
2022 Q1	$87K	Buy	1,500 +300	+25%	+$17.5K	0.01%	288
2021 Q4	$96K	Buy	1,200 +600	+100%	+$56.2K	0.01%	267
2021 Q3	$47K	Buy	+600	New	+$37.1K	0.01%	355

Other funds holding DOCN

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Baldwin Wealth Partners's DOCN Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of DigitalOcean (DOCN) in Q4 2022, closing a stake of 1,500 shares — an estimated $54K sold.

Baldwin Wealth Partners first reported a position in DOCN in Q3 2021 and held it in 5 quarters. The position peaked at $96K in Q4 2021. 250 funds tracked by Wall St. Rank hold DOCN as of Q4 2022.

Baldwin Wealth Partners reported no remaining DigitalOcean position as of Q4 2022 after selling out during the quarter.
Baldwin Wealth Partners sold 1,500 DigitalOcean shares in Q4 2022, an estimated $54K.
Baldwin Wealth Partners first reported a position in DigitalOcean in Q3 2021 and held it in 5 quarters.
Baldwin Wealth Partners's DigitalOcean position peaked at $96K in Q4 2021.
250 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.