JPWM
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Jamison Private Wealth Management’s DigitalOcean DOCN Stock Holding History

Jamison Private 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
Q1 		– Sell
-50
Closed -$1.83K – 486
2023
Q4 		$1.83K Hold
50
– – ﹤0.01% 371
2023
Q3 		$1.2K Buy
+50
New +$1.77K ﹤0.01% 374

Other funds holding DOCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jamison Private Wealth Management's DOCN Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of DigitalOcean (DOCN) in Q1 2024, closing a stake of 50 shares — an estimated $1.83K sold.

Jamison Private Wealth Management first reported a position in DOCN in Q3 2023 and held it in 2 quarters. The position peaked at $1.83K in Q4 2023. 267 funds tracked by Wall St. Rank hold DOCN as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining DigitalOcean position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 50 DigitalOcean shares in Q1 2024, an estimated $1.83K.
  • Jamison Private Wealth Management first reported a position in DigitalOcean in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's DigitalOcean position peaked at $1.83K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held DigitalOcean as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.