SFC
DOCN icon

Strategic Financial Concepts’s DigitalOcean DOCN Stock Holding History

Strategic Financial 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
Q3 		– Sell
-15,900
Closed -$500 – 349
2024
Q2 		$500 Buy
+15,900
New +$566K ﹤0.01% 647

Other funds holding DOCN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Financial Concepts's DOCN Position: Q3 2024 in Review

Strategic Financial Concepts sold out of DigitalOcean (DOCN) in Q3 2024, closing a stake of 15,900 shares — an estimated $500 sold.

Strategic Financial Concepts first reported a position in DOCN in Q2 2024 and held it in 1 quarter. The position peaked at $500 in Q2 2024. 280 funds tracked by Wall St. Rank hold DOCN as of Q3 2024.

  • Strategic Financial Concepts reported no remaining DigitalOcean position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,900 DigitalOcean shares in Q3 2024, an estimated $500.
  • Strategic Financial Concepts first reported a position in DigitalOcean in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's DigitalOcean position peaked at $500 in Q2 2024.
  • 280 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.