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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return