PFWA
DOCN icon

Paces Ferry Wealth Advisors’s DigitalOcean DOCN Stock Holding History

Paces Ferry Wealth Advisors’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
-4,406
Closed -$255K – 106
2022
Q1 		$255K Sell
4,406
-1,496
-25% -$87.4K 0.2% 96
2021
Q4 		$474K Buy
5,902
+2
+0% +$187 0.34% 64
2021
Q3 		$458K Buy
+5,900
New +$365K 0.37% 66

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

Paces Ferry Wealth Advisors's DOCN Position: Q2 2022 in Review

Paces Ferry Wealth Advisors sold out of DigitalOcean (DOCN) in Q2 2022, closing a stake of 4,406 shares — an estimated $255K sold.

Paces Ferry Wealth Advisors first reported a position in DOCN in Q3 2021 and held it in 3 quarters. The position peaked at $474K in Q4 2021. 278 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

  • Paces Ferry Wealth Advisors reported no remaining DigitalOcean position as of Q2 2022 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 4,406 DigitalOcean shares in Q2 2022, an estimated $255K.
  • Paces Ferry Wealth Advisors first reported a position in DigitalOcean in Q3 2021 and held it in 3 quarters.
  • Paces Ferry Wealth Advisors's DigitalOcean position peaked at $474K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2022.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.