1834 Investment Advisors’s Doximity DOCS Stock Holding History

1834 Investment Advisors’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-49,792	Closed	-$2.17M	–	212
2024 Q3	$2.17M	Hold	49,792	–	–	0.25%	83
2024 Q2	$1.39M	Hold	49,792	–	–	0.17%	98
2024 Q1	$1.34M	Hold	49,792	–	–	0.16%	99
2023 Q4	$1.4M	Hold	49,792	–	–	0.17%	100
2023 Q3	$1.06M	Hold	49,792	–	–	0.13%	119
2023 Q2	$1.69M	Hold	49,792	–	–	0.2%	92
2023 Q1	$1.61M	Hold	49,792	–	–	0.19%	100
2022 Q4	$1.67M	Sell	49,792 -400	-0.8%	-$12.2K	0.24%	78
2022 Q3	$1.52M	Hold	50,192	–	–	0.23%	79
2022 Q2	$1.75M	Hold	50,192	–	–	0.25%	73
2022 Q1	$2.62M	Buy	50,192 +49,692	+9,938%	+$2.5M	0.32%	68
2021 Q4	$25K	Buy	500 +100	+25%	+$6.51K	﹤0.01%	312
2021 Q3	$32K	Buy	+400	New	+$29.3K	﹤0.01%	297

Other funds holding DOCS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

1834 Investment Advisors's DOCS Position: Q4 2024 in Review

1834 Investment Advisors sold out of Doximity (DOCS) in Q4 2024, closing a stake of 49,792 shares — an estimated $2.17M sold.

1834 Investment Advisors first reported a position in DOCS in Q3 2021 and held it in 13 quarters. The position peaked at $2.62M in Q1 2022. 434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

1834 Investment Advisors reported no remaining Doximity position as of Q4 2024 after selling out during the quarter.
1834 Investment Advisors sold 49,792 Doximity shares in Q4 2024, an estimated $2.17M.
1834 Investment Advisors first reported a position in Doximity in Q3 2021 and held it in 13 quarters.
1834 Investment Advisors's Doximity position peaked at $2.62M in Q1 2022.
434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.