EWM
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Evermay Wealth Management’s DigitalOcean DOCN Stock Holding History

Evermay 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
2023
Q1 		– Sell
-500
Closed -$12.7K – 555
2022
Q4 		$12.7K Buy
+500
New +$15.7K ﹤0.01% 396

Other funds holding DOCN

IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evermay Wealth Management's DOCN Position: Q1 2023 in Review

Evermay Wealth Management sold out of DigitalOcean (DOCN) in Q1 2023, closing a stake of 500 shares — an estimated $12.7K sold.

Evermay Wealth Management first reported a position in DOCN in Q4 2022 and held it in 1 quarter. The position peaked at $12.7K in Q4 2022. 258 funds tracked by Wall St. Rank hold DOCN as of Q1 2023.

  • Evermay Wealth Management reported no remaining DigitalOcean position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 500 DigitalOcean shares in Q1 2023, an estimated $12.7K.
  • Evermay Wealth Management first reported a position in DigitalOcean in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's DigitalOcean position peaked at $12.7K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.