WWP
DOCN icon

WR Wealth Planners’s DigitalOcean DOCN Stock Holding History

WR Wealth Planners’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
-55
Closed -$1.91K – 1157
2024
Q2 		$1.91K Hold
55
– – ﹤0.01% 898
2024
Q1 		$2.1K Buy
+55
New +$2.04K ﹤0.01% 874
2023
Q4 		– Sell
-55
Closed -$1.32K – 353
2023
Q3 		$1.32K Hold
55
– – ﹤0.01% 820
2023
Q2 		$2.21K Buy
+55
New +$2.03K ﹤0.01% 762

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

WR Wealth Planners's DOCN Position: Q3 2024 in Review

WR Wealth Planners sold out of DigitalOcean (DOCN) in Q3 2024, closing a stake of 55 shares — an estimated $1.91K sold.

WR Wealth Planners first reported a position in DOCN in Q2 2023 and held it in 4 quarters. The position peaked at $2.21K in Q2 2023. 280 funds tracked by Wall St. Rank hold DOCN as of Q3 2024.

  • WR Wealth Planners reported no remaining DigitalOcean position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 55 DigitalOcean shares in Q3 2024, an estimated $1.91K.
  • WR Wealth Planners first reported a position in DigitalOcean in Q2 2023 and held it in 4 quarters.
  • WR Wealth Planners's DigitalOcean position peaked at $2.21K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held DigitalOcean as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.