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
2022 Q2	–	Sell	-100	Closed	-$6K	–	588
2022 Q1	$6K	Buy	+100	New	+$5.84K	﹤0.01%	590

Other funds holding DOCN

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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.