Arden Trust’s Doximity DOCS Stock Holding History

Arden 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
2023 Q3	–	Sell	-6,511	Closed	-$222K	–	247
2023 Q2	$222K	Sell	6,511 -3,060	-32%	-$102K	0.04%	232
2023 Q1	$310K	Buy	9,571 +1,841	+24%	+$61.1K	0.06%	242
2022 Q4	$259K	Sell	7,730 -867	-10%	-$26.5K	0.05%	230
2022 Q3	$260K	Buy	8,597 +1,648	+24%	+$60.4K	0.07%	232
2022 Q2	$242K	Buy	6,949 +1,730	+33%	+$68.1K	0.06%	241
2022 Q1	$272K	Buy	+5,219	New	+$263K	0.05%	236

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

Arden Trust's DOCS Position: Q3 2023 in Review

Arden Trust sold out of Doximity (DOCS) in Q3 2023, closing a stake of 6,511 shares — an estimated $222K sold.

Arden Trust first reported a position in DOCS in Q1 2022 and held it in 6 quarters. The position peaked at $310K in Q1 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

Arden Trust reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
Arden Trust sold 6,511 Doximity shares in Q3 2023, an estimated $222K.
Arden Trust first reported a position in Doximity in Q1 2022 and held it in 6 quarters.
Arden Trust's Doximity position peaked at $310K in Q1 2023.
306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Arden Trust's 13F filing for Q3 2023, filed 10 Oct 2023.