LPWM
DOCN icon

Lake Point Wealth Management’s DigitalOcean DOCN Stock Holding History

Lake Point 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 		$4K Hold
100
– – ﹤0.01% 248
2022
Q1 		$6K Buy
+100
New +$5.84K ﹤0.01% 222

Other funds holding DOCN

IVSFI
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lake Point Wealth Management's DOCN Position: Q2 2022 in Review

Lake Point Wealth Management held its DigitalOcean (DOCN) position steady in Q2 2022 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Lake Point Wealth Management first reported a position in DOCN in Q1 2022 and has held it in 2 quarters since. The position peaked at $6K in Q1 2022. 278 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

  • Lake Point Wealth Management held 100 shares of DigitalOcean worth $4K as of Q2 2022.
  • Lake Point Wealth Management left its DigitalOcean share count unchanged in Q2 2022.
  • DigitalOcean made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #248 holding.
  • Lake Point Wealth Management first reported a position in DigitalOcean in Q1 2022 and has held it in 2 quarters since.
  • Lake Point Wealth Management's DigitalOcean position peaked at $6K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.