Allworth Financial’s Doximity DOCS Stock Holding History

Allworth Financial’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
2026 Q1	$83.5K	Sell	3,583 -33,504	-90%	-$1.04M	﹤0.01%	1955
2025 Q4	$1.64M	Sell	37,087 -3,865	-9%	-$217K	0.01%	563
2025 Q3	$3M	Buy	40,952 +32,233	+370%	+$2.1M	0.01%	426
2025 Q2	$535K	Buy	8,719 +8,156	+1,449%	+$455K	﹤0.01%	823
2025 Q1	$31.7K	Buy	563 +287	+104%	+$18.1K	﹤0.01%	1795
2024 Q4	$15.5K	Buy	276 +110	+66%	+$5.39K	﹤0.01%	2250
2024 Q3	$7.23K	Buy	166 +8	+5%	+$267	﹤0.01%	2407
2024 Q2	$4.46K	Sell	158 -7	-4%	-$185	﹤0.01%	2572
2024 Q1	$4.44K	Sell	165 -11	-6%	-$314	﹤0.01%	2452
2023 Q4	$4.94K	Buy	176 +105	+148%	+$2.48K	﹤0.01%	2285
2023 Q3	$1.51K	Buy	71 +25	+54%	+$682	﹤0.01%	2675
2023 Q2	$1.56K	Hold	46	–	–	﹤0.01%	2580
2023 Q1	$1.49K	Hold	46	–	–	﹤0.01%	2530
2022 Q4	$1.54K	Sell	46 -24	-34%	-$733	﹤0.01%	2328
2022 Q3	$2K	Buy	+70	New	+$2.56K	﹤0.01%	2133
2022 Q2	–	Sell	-25	Closed	-$1K	–	2489
2022 Q1	$1K	Buy	+25	New	+$1.26K	﹤0.01%	1913

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ClearBridge Investments

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

William Blair Investment Management

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

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

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

Geode Capital Management

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

Baillie Gifford & Co

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return