Cassady Schiller Wealth Management’s DigitalOcean DOCN Stock Holding History

Cassady Schiller 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
2024 Q4	$136	Hold	4	–	–	﹤0.01%	1087
2024 Q3	$162	Hold	4	–	–	﹤0.01%	458
2024 Q2	$139	Hold	4	–	–	﹤0.01%	462
2024 Q1	$153	Hold	4	–	–	﹤0.01%	489
2023 Q4	$147	Hold	4	–	–	﹤0.01%	431
2023 Q3	$96	Hold	4	–	–	﹤0.01%	448
2023 Q2	$161	Hold	4	–	–	﹤0.01%	463
2023 Q1	$157	Hold	4	–	–	﹤0.01%	449
2022 Q4	$102	Buy	+4	New	+$125	﹤0.01%	467
2022 Q1	–	Sell	-4	Closed	–	–	237
2021 Q4	$0	Buy	+4	New	+$374	﹤0.01%	573

Other funds holding DOCN

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

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

Cassady Schiller Wealth Management's DOCN Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its DigitalOcean (DOCN) position steady in Q4 2024 at 4 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Cassady Schiller Wealth Management first reported a position in DOCN in Q4 2021 and has held it in 10 quarters since. The position peaked at $162 in Q3 2024. 266 funds tracked by Wall St. Rank hold DOCN as of Q4 2024.

Cassady Schiller Wealth Management held 4 shares of DigitalOcean worth $136 as of Q4 2024.
Cassady Schiller Wealth Management left its DigitalOcean share count unchanged in Q4 2024.
DigitalOcean made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1087 holding.
Cassady Schiller Wealth Management first reported a position in DigitalOcean in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's DigitalOcean position peaked at $162 in Q3 2024.
266 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.