TWA
DOCN icon

TCI Wealth Advisors’s DigitalOcean DOCN Stock Holding History

TCI 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
2023
Q2 		– Sell
-40
Closed -$1.57K – 755
2023
Q1 		$1.57K Sell
40
-168
-81% -$5.29K ﹤0.01% 2020
2022
Q4 		$5.3K Buy
208
+41
+25% +$1.28K ﹤0.01% 1488
2022
Q3 		$6K Hold
167
– – ﹤0.01% 1324
2022
Q2 		$7K Buy
167
+127
+318% +$5.67K ﹤0.01% 1230
2022
Q1 		$3K Sell
40
-85
-68% -$4.96K ﹤0.01% 1867
2021
Q4 		$10K Buy
125
+74
+145% +$6.93K ﹤0.01% 1153
2021
Q3 		$4K Buy
+51
New +$3.15K ﹤0.01% 1724

Other funds holding DOCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

TCI Wealth Advisors's DOCN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of DigitalOcean (DOCN) in Q2 2023, closing a stake of 40 shares — an estimated $1.57K sold.

TCI Wealth Advisors first reported a position in DOCN in Q3 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 260 funds tracked by Wall St. Rank hold DOCN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining DigitalOcean position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 40 DigitalOcean shares in Q2 2023, an estimated $1.57K.
  • TCI Wealth Advisors first reported a position in DigitalOcean in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's DigitalOcean position peaked at $10K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.