AIM
DOCS icon

Arcadia Investment Management’s Doximity DOCS Stock Holding History

Arcadia Investment Management’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
-125
Closed -$4.25K – 328
2023
Q2 		$4.25K Hold
125
– – ﹤0.01% 320
2023
Q1 		$4.05K Hold
125
– – ﹤0.01% 329
2022
Q4 		$4.2K Sell
125
-50
-29% -$1.53K ﹤0.01% 331
2022
Q3 		$5K Hold
175
– – ﹤0.01% 265
2022
Q2 		$6K Hold
175
– – ﹤0.01% 269
2022
Q1 		$9K Buy
175
+100
+133% +$5.03K ﹤0.01% 259
2021
Q4 		$4K Buy
+75
New +$4.88K ﹤0.01% 275

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