Glassman Wealth Services’s DigitalOcean DOCN Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-6	Closed	-$220	–	652
2023 Q4	$220	Sell	6 -14	-70%	-$387	﹤0.01%	1878
2023 Q3	$481	Buy	20 +17	+567%	+$602	﹤0.01%	1746
2023 Q2	$120	Hold	3	–	–	﹤0.01%	1877
2023 Q1	$118	Hold	3	–	–	﹤0.01%	1864
2022 Q4	$76	Sell	3 -17	-85%	-$532	﹤0.01%	1897
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1377
2022 Q2	$1K	Buy	+20	New	+$892	﹤0.01%	1389
2022 Q1	–	Sell	-6	Closed	–	–	1708
2021 Q4	$0	Buy	+6	New	+$562	﹤0.01%	1695

Other funds holding DOCN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Glassman Wealth Services's DOCN Position: Q1 2024 in Review

Glassman Wealth Services sold out of DigitalOcean (DOCN) in Q1 2024, closing a stake of 6 shares — an estimated $220 sold.

Glassman Wealth Services first reported a position in DOCN in Q4 2021 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 267 funds tracked by Wall St. Rank hold DOCN as of Q1 2024.

Glassman Wealth Services reported no remaining DigitalOcean position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 6 DigitalOcean shares in Q1 2024, an estimated $220.
Glassman Wealth Services first reported a position in DigitalOcean in Q4 2021 and held it in 8 quarters.
Glassman Wealth Services's DigitalOcean position peaked at $1K in Q3 2022.
267 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.