HGERS
DOCN icon

Householder Group Estate & Retirement Specialist’s DigitalOcean DOCN Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-2,399
Closed -$96K – 704
2024
Q3 		$96K Hold
2,399
– – 0.03% 370
2024
Q2 		$83K Hold
2,399
– – 0.02% 386
2024
Q1 		$91.6K Hold
2,399
– – 0.03% 362
2023
Q4 		$88K Buy
2,399
+698
+41% +$19.3K 0.03% 355
2023
Q3 		$40.9K Buy
+1,701
New +$60.2K 0.01% 492
2023
Q1 		$3K Sell
80
-120
-60% -$3.78K ﹤0.01% 1024
2022
Q4 		$5K Hold
200
– – 0.01% 271
2022
Q3 		$7K Buy
+200
New +$8.41K ﹤0.01% 802

Other funds holding DOCN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DOCN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of DigitalOcean (DOCN) in Q4 2024, closing a stake of 2,399 shares — an estimated $96K sold.

Householder Group Estate & Retirement Specialist first reported a position in DOCN in Q3 2022 and held it in 8 quarters. The position peaked at $96K in Q3 2024. 266 funds tracked by Wall St. Rank hold DOCN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining DigitalOcean position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,399 DigitalOcean shares in Q4 2024, an estimated $96K.
  • Householder Group Estate & Retirement Specialist first reported a position in DigitalOcean in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's DigitalOcean position peaked at $96K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.