Synergy Financial Group’s DigitalOcean DOCN Stock Holding History

Synergy Financial Group’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 Q4	–	Sell	-6,532	Closed	-$264K	–	102
2024 Q3	$264K	Sell	6,532 -599	-8%	-$21.4K	0.25%	78
2024 Q2	$248K	Hold	7,131	–	–	0.26%	72
2024 Q1	$272K	Sell	7,131 -548	-7%	-$20.3K	0.31%	67
2023 Q4	$282K	Buy	+7,679	New	+$212K	0.35%	63
2023 Q3	–	Sell	-8,280	Closed	-$332K	–	78
2023 Q2	$332K	Hold	8,280	–	–	0.45%	49
2023 Q1	$324K	Sell	8,280 -122	-1%	-$3.84K	0.53%	46
2022 Q4	$214K	Sell	8,402 -5,904	-41%	-$185K	0.42%	67
2022 Q3	$517K	Buy	14,306 +1,544	+12%	+$64.9K	0.77%	39
2022 Q2	$528K	Buy	12,762 +1,276	+11%	+$56.9K	0.83%	39
2022 Q1	$664K	Buy	11,486 +1,861	+19%	+$109K	0.7%	39
2021 Q4	$773K	Buy	+9,625	New	+$901K	0.69%	42

Other funds holding DOCN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Financial Group's DOCN Position: Q4 2024 in Review

Synergy Financial Group sold out of DigitalOcean (DOCN) in Q4 2024, closing a stake of 6,532 shares — an estimated $264K sold.

Synergy Financial Group first reported a position in DOCN in Q4 2021 and held it in 11 quarters. The position peaked at $773K in Q4 2021. 266 funds tracked by Wall St. Rank hold DOCN as of Q4 2024.

Synergy Financial Group reported no remaining DigitalOcean position as of Q4 2024 after selling out during the quarter.
Synergy Financial Group sold 6,532 DigitalOcean shares in Q4 2024, an estimated $264K.
Synergy Financial Group first reported a position in DigitalOcean in Q4 2021 and held it in 11 quarters.
Synergy Financial Group's DigitalOcean position peaked at $773K in Q4 2021.
266 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2024.

Based on Synergy Financial Group's 13F filing for Q4 2024, filed 4 Feb 2025.