CPA
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Clear Perspective Advisors’s DigitalOcean DOCN Stock Holding History

Clear Perspective Advisors’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
2021
Q4 		$382K Buy
4,750
+1,800
+61% +$169K 0.12% 118
2021
Q3 		$229K Buy
+2,950
New +$182K 0.08% 155

Other funds holding DOCN

IVP
IA Venture Partners New York $785M AUM
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspective Advisors's DOCN Position: Q4 2021 in Review

Clear Perspective Advisors increased its DigitalOcean (DOCN) stake by 61% in Q4 2021, buying an estimated $169K and bringing the position to 4,750 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #118.

Clear Perspective Advisors first reported a position in DOCN in Q3 2021 and has held it in 2 quarters since. 295 funds tracked by Wall St. Rank hold DOCN as of Q4 2021.

  • Clear Perspective Advisors held 4,750 shares of DigitalOcean worth $382K as of Q4 2021.
  • Clear Perspective Advisors bought 1,800 DigitalOcean shares in Q4 2021, an estimated $169K.
  • DigitalOcean made up 0.12% of Clear Perspective Advisors's portfolio in Q4 2021, its #118 holding.
  • Clear Perspective Advisors first reported a position in DigitalOcean in Q3 2021 and has held it in 2 quarters since.
  • 295 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.