Concourse Financial Group Securities’s DigitalOcean DOCN Stock Holding History

Concourse Financial Group Securities’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 Q3	–	Sell	-87	Closed	-$3.1K	–	2280
2024 Q2	$3.02K	Hold	87	–	–	﹤0.01%	1970
2024 Q1	$3.32K	Hold	87	–	–	﹤0.01%	1968
2023 Q4	$3.19K	Hold	87	–	–	﹤0.01%	1943
2023 Q3	$2.09K	Hold	87	–	–	﹤0.01%	1992
2023 Q2	$3.49K	Hold	87	–	–	﹤0.01%	1914
2023 Q1	$3.41K	Hold	87	–	–	﹤0.01%	1955
2022 Q4	$2.21K	Hold	87	–	–	﹤0.01%	2015
2022 Q3	$3K	Hold	87	–	–	﹤0.01%	1731
2022 Q2	$4K	Hold	87	–	–	﹤0.01%	1891
2022 Q1	$5K	Buy	+87	New	+$5.08K	﹤0.01%	1845

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

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

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

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

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

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

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

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

Concourse Financial Group Securities's DOCN Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of DigitalOcean (DOCN) in Q3 2024, closing a stake of 87 shares — an estimated $3.1K sold.

Concourse Financial Group Securities first reported a position in DOCN in Q1 2022 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 280 funds tracked by Wall St. Rank hold DOCN as of Q3 2024.

Concourse Financial Group Securities reported no remaining DigitalOcean position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 87 DigitalOcean shares in Q3 2024, an estimated $3.1K.
Concourse Financial Group Securities first reported a position in DigitalOcean in Q1 2022 and held it in 10 quarters.
Concourse Financial Group Securities's DigitalOcean position peaked at $5K in Q1 2022.
280 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.