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Colonial Trust Advisors’s DigitalOcean DOCN Stock Holding History

Colonial Trust 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
2024
Q4 		– Sell
-100
Closed -$4.04K – 709
2024
Q3 		$4.04K Hold
100
– – ﹤0.01% 638
2024
Q2 		$3.48K Hold
100
– – ﹤0.01% 641
2024
Q1 		$3.82K Hold
100
– – ﹤0.01% 734
2023
Q4 		$3.67K Hold
100
– – ﹤0.01% 645
2023
Q3 		$2.4K Hold
100
– – ﹤0.01% 697
2023
Q2 		$4.01K Hold
100
– – ﹤0.01% 664
2023
Q1 		$3.92K Buy
100
+20
+25% +$629 ﹤0.01% 655
2022
Q4 		$2.04K Buy
+80
New +$2.5K ﹤0.01% 725

Other funds holding DOCN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Colonial Trust Advisors's DOCN Position: Q4 2024 in Review

Colonial Trust Advisors sold out of DigitalOcean (DOCN) in Q4 2024, closing a stake of 100 shares — an estimated $4.04K sold.

Colonial Trust Advisors first reported a position in DOCN in Q4 2022 and held it in 8 quarters. The position peaked at $4.04K in Q3 2024. 266 funds tracked by Wall St. Rank hold DOCN as of Q4 2024.

  • Colonial Trust Advisors reported no remaining DigitalOcean position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 100 DigitalOcean shares in Q4 2024, an estimated $4.04K.
  • Colonial Trust Advisors first reported a position in DigitalOcean in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's DigitalOcean position peaked at $4.04K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.