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Mark Sheptoff Financial Planning’s DigitalOcean DOCN Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-250
Closed -$14K – 397
2022
Q1 		$14K Buy
+250
New +$14.6K 0.01% 268

Other funds holding DOCN

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

Mark Sheptoff Financial Planning's DOCN Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of DigitalOcean (DOCN) in Q2 2022, closing a stake of 250 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in DOCN in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 278 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining DigitalOcean position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 DigitalOcean shares in Q2 2022, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in DigitalOcean in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's DigitalOcean position peaked at $14K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.