HWM
DOCN icon

HB Wealth Management’s DigitalOcean DOCN Stock Holding History

HB 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
2024
Q3 		– Sell
-8,979
Closed -$312K – 988
2024
Q2 		$312K Sell
8,979
-944
-10% -$33.6K ﹤0.01% 701
2024
Q1 		$379K Buy
9,923
+25
+0.3% +$928 ﹤0.01% 577
2023
Q4 		$363K Sell
9,898
-7,643
-44% -$211K 0.01% 544
2023
Q3 		$422K Sell
17,541
-3,149
-15% -$112K 0.01% 477
2023
Q2 		$830K Sell
20,690
-103
-0.5% -$3.8K 0.01% 321
2023
Q1 		$814K Sell
20,793
-242
-1% -$7.62K 0.01% 319
2022
Q4 		$536K Buy
21,035
+928
+5% +$29K 0.01% 378
2022
Q3 		$727K Buy
20,107
+237
+1% +$9.96K 0.02% 296
2022
Q2 		$822K Sell
19,870
-1,708
-8% -$76.2K 0.02% 275
2022
Q1 		$1.25M Buy
+21,578
New +$1.26M 0.02% 241

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's DOCN Position: Q3 2024 in Review

HB Wealth Management sold out of DigitalOcean (DOCN) in Q3 2024, closing a stake of 8,979 shares — an estimated $312K sold.

HB Wealth Management first reported a position in DOCN in Q1 2022 and held it in 10 quarters. The position peaked at $1.25M in Q1 2022. 280 funds tracked by Wall St. Rank hold DOCN as of Q3 2024.

  • HB Wealth Management reported no remaining DigitalOcean position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 8,979 DigitalOcean shares in Q3 2024, an estimated $312K.
  • HB Wealth Management first reported a position in DigitalOcean in Q1 2022 and held it in 10 quarters.
  • HB Wealth Management's DigitalOcean position peaked at $1.25M in Q1 2022.
  • 280 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.