Howe & Rusling’s DigitalOcean DOCN Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-100	Closed	-$4K	–	518
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	703
2022 Q2	$4K	Sell	100 -50	-33%	-$2.23K	﹤0.01%	688
2022 Q1	$9K	Buy	150 +5	+3%	+$292	﹤0.01%	537
2021 Q4	$12K	Buy	145 +45	+45%	+$4.21K	﹤0.01%	505
2021 Q3	$8K	Buy	+100	New	+$6.18K	﹤0.01%	542

Other funds holding DOCN

IVSFI

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Howe & Rusling's DOCN Position: Q4 2022 in Review

Howe & Rusling sold out of DigitalOcean (DOCN) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Howe & Rusling first reported a position in DOCN in Q3 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 249 funds tracked by Wall St. Rank hold DOCN as of Q4 2022.

Howe & Rusling reported no remaining DigitalOcean position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 100 DigitalOcean shares in Q4 2022, an estimated $4K.
Howe & Rusling first reported a position in DigitalOcean in Q3 2021 and held it in 5 quarters.
Howe & Rusling's DigitalOcean position peaked at $12K in Q4 2021.
249 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.