American Trust’s Doximity DOCS Stock Holding History

American Trust’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
2025 Q1	–	Sell	-7,540	Closed	-$403K	–	164
2024 Q4	$403K	Buy	7,540 +1,880	+33%	+$92.1K	0.03%	189
2024 Q3	$247K	Buy	+5,660	New	+$189K	0.02%	218

Other funds holding DOCS

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

American Trust's DOCS Position: Q1 2025 in Review

American Trust sold out of Doximity (DOCS) in Q1 2025, closing a stake of 7,540 shares — an estimated $403K sold.

American Trust first reported a position in DOCS in Q3 2024 and held it in 2 quarters. The position peaked at $403K in Q4 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

American Trust reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
American Trust sold 7,540 Doximity shares in Q1 2025, an estimated $403K.
American Trust first reported a position in Doximity in Q3 2024 and held it in 2 quarters.
American Trust's Doximity position peaked at $403K in Q4 2024.
492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on American Trust's 13F filing for Q1 2025, filed 16 May 2025.