Winch Advisory Services’s DigitalOcean DOCN Stock Holding History

Winch Advisory Services’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	-221	Closed	-$13K	–	446
2022 Q1	$13K	Sell	221 -24	-10%	-$1.4K	﹤0.01%	229
2021 Q4	$20K	Sell	245 -249	-50%	-$23.3K	0.01%	203
2021 Q3	$38K	Buy	+494	New	+$30.5K	0.01%	148

Other funds holding DOCN

IVSFI

IA Venture Strategies Fund II New York $4.08M AUM 174.71% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Winch Advisory Services's DOCN Position: Q2 2022 in Review

Winch Advisory Services sold out of DigitalOcean (DOCN) in Q2 2022, closing a stake of 221 shares — an estimated $13K sold.

Winch Advisory Services first reported a position in DOCN in Q3 2021 and held it in 3 quarters. The position peaked at $38K in Q3 2021. 278 funds tracked by Wall St. Rank hold DOCN as of Q2 2022.

Winch Advisory Services reported no remaining DigitalOcean position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 221 DigitalOcean shares in Q2 2022, an estimated $13K.
Winch Advisory Services first reported a position in DigitalOcean in Q3 2021 and held it in 3 quarters.
Winch Advisory Services's DigitalOcean position peaked at $38K in Q3 2021.
278 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.