Advisory Research’s Doximity DOCS Stock Holding History

Advisory Research’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
2023 Q3	–	Sell	-9,385	Closed	-$319K	–	442
2023 Q2	$319K	Buy	9,385 +2,648	+39%	+$88.2K	0.04%	366
2023 Q1	$218K	Buy	6,737 +406	+6%	+$13.5K	0.04%	320
2022 Q4	$212K	Buy	+6,331	New	+$193K	0.02%	329
2022 Q3	–	Sell	-7,154	Closed	-$249K	–	367
2022 Q2	$249K	Sell	7,154 -12,343	-63%	-$486K	0.02%	291
2022 Q1	$1.02M	Buy	19,497 +4,422	+29%	+$223K	0.08%	181
2021 Q4	$756K	Buy	15,075 +1,540	+11%	+$100K	0.06%	224
2021 Q3	$1.09M	Buy	+13,535	New	+$990K	0.07%	188

Other funds holding DOCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advisory Research's DOCS Position: Q3 2023 in Review

Advisory Research sold out of Doximity (DOCS) in Q3 2023, closing a stake of 9,385 shares — an estimated $319K sold.

Advisory Research first reported a position in DOCS in Q3 2021 and held it in 7 quarters. The position peaked at $1.09M in Q3 2021. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Advisory Research reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 9,385 Doximity shares in Q3 2023, an estimated $319K.
Advisory Research first reported a position in Doximity in Q3 2021 and held it in 7 quarters.
Advisory Research's Doximity position peaked at $1.09M in Q3 2021.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.