CAL
DOCN icon

Capital Advisors Ltd’s DigitalOcean DOCN Stock Holding History

Capital Advisors Ltd’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
2024
Q2 		– Sell
-183
Closed -$7K – 1442
2024
Q1 		$7K Buy
+183
New +$6.79K ﹤0.01% 787
2022
Q4 		– Sell
-14
Closed -$1K – 1311
2022
Q3 		$1K Buy
14
+3
+27% +$126 ﹤0.01% 996
2022
Q2 		$0 Buy
+11
New +$491 ﹤0.01% 1070

Other funds holding DOCN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Capital Advisors Ltd's DOCN Position: Q2 2024 in Review

Capital Advisors Ltd sold out of DigitalOcean (DOCN) in Q2 2024, closing a stake of 183 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in DOCN in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2024. 271 funds tracked by Wall St. Rank hold DOCN as of Q2 2024.

  • Capital Advisors Ltd reported no remaining DigitalOcean position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 183 DigitalOcean shares in Q2 2024, an estimated $7K.
  • Capital Advisors Ltd first reported a position in DigitalOcean in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's DigitalOcean position peaked at $7K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.