IWC
DOCN icon

Integrated Wealth Concepts’s DigitalOcean DOCN Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-5,467
Closed -$209K – 1660
2024
Q1 		$209K Buy
+5,467
New +$203K ﹤0.01% 1505
2023
Q3 		– Sell
-5,497
Closed -$221K – 1572
2023
Q2 		$221K Hold
5,497
– – ﹤0.01% 1380
2023
Q1 		$215K Buy
+5,497
New +$173K ﹤0.01% 1194
2022
Q3 		– Sell
-5,136
Closed -$212K – 965
2022
Q2 		$212K Buy
+5,136
New +$229K 0.01% 882

Other funds holding DOCN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return