BerganKDV Wealth Management’s DigitalOcean DOCN Stock Holding History

BerganKDV 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
2023 Q2	$41	Buy	+1	New	+$37	﹤0.01%	855
2023 Q1	–	Sell	-156	Closed	-$3.97K	–	1072
2022 Q4	$3.97K	Hold	156	–	–	﹤0.01%	704
2022 Q3	$6K	Hold	156	–	–	﹤0.01%	645
2022 Q2	$6K	Hold	156	–	–	﹤0.01%	665
2022 Q1	$9K	Hold	156	–	–	﹤0.01%	622
2021 Q4	$13K	Buy	+156	New	+$14.6K	﹤0.01%	612

Other funds holding DOCN

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

IVSFI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

BerganKDV Wealth Management's DOCN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in DigitalOcean (DOCN) in Q2 2023: 1 share worth $41. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in DOCN as recently as Q4 2022.

BerganKDV Wealth Management first reported a position in DOCN in Q4 2021 and has held it in 6 quarters since. The position peaked at $13K in Q4 2021. 260 funds tracked by Wall St. Rank hold DOCN as of Q2 2023.

BerganKDV Wealth Management held 1 share of DigitalOcean worth $41 as of Q2 2023.
DigitalOcean was a new BerganKDV Wealth Management position in Q2 2023.
DigitalOcean made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #855 holding.
BerganKDV Wealth Management first reported a position in DigitalOcean in Q4 2021 and has held it in 6 quarters since.
BerganKDV Wealth Management's DigitalOcean position peaked at $13K in Q4 2021.
260 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.