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Concord Wealth Partners’s DigitalOcean DOCN Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-33
Closed -$1.32K – 1048
2023
Q2 		$1.32K Hold
33
– – ﹤0.01% 918
2023
Q1 		$1.29K Hold
33
– – ﹤0.01% 867
2022
Q4 		$841 Buy
+33
New +$1.03K ﹤0.01% 1102

Other funds holding DOCN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Concord Wealth Partners's DOCN Position: Q3 2023 in Review

Concord Wealth Partners sold out of DigitalOcean (DOCN) in Q3 2023, closing a stake of 33 shares — an estimated $1.32K sold.

Concord Wealth Partners first reported a position in DOCN in Q4 2022 and held it in 3 quarters. The position peaked at $1.32K in Q2 2023. 226 funds tracked by Wall St. Rank hold DOCN as of Q3 2023.

  • Concord Wealth Partners reported no remaining DigitalOcean position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 33 DigitalOcean shares in Q3 2023, an estimated $1.32K.
  • Concord Wealth Partners first reported a position in DigitalOcean in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's DigitalOcean position peaked at $1.32K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.