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Valeo Financial Advisors’s DigitalOcean DOCN Stock Holding History

Valeo Financial 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
Q4 		– Sell
-6,006
Closed -$217K – 575
2022
Q3 		$217K Sell
6,006
-1,544
-20% -$64.9K 0.01% 425
2022
Q2 		$312K Buy
7,550
+1,478
+24% +$65.9K 0.02% 331
2022
Q1 		$351K Buy
6,072
+3,461
+133% +$202K 0.02% 412
2021
Q4 		$210K Buy
+2,611
New +$244K 0.01% 510

Other funds holding DOCN

IVSFI
IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Valeo Financial Advisors's DOCN Position: Q4 2022 in Review

Valeo Financial Advisors sold out of DigitalOcean (DOCN) in Q4 2022, closing a stake of 6,006 shares — an estimated $217K sold.

Valeo Financial Advisors first reported a position in DOCN in Q4 2021 and held it in 4 quarters. The position peaked at $351K in Q1 2022. 250 funds tracked by Wall St. Rank hold DOCN as of Q4 2022.

  • Valeo Financial Advisors reported no remaining DigitalOcean position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,006 DigitalOcean shares in Q4 2022, an estimated $217K.
  • Valeo Financial Advisors first reported a position in DigitalOcean in Q4 2021 and held it in 4 quarters.
  • Valeo Financial Advisors's DigitalOcean position peaked at $351K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held DigitalOcean as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.