AWM
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Atticus Wealth Management’s Doximity DOCS Stock Holding History

Atticus Wealth 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
2021
Q4 		– Sell
-1,111
Closed -$90K – 451
2021
Q3 		$90K Buy
+1,111
New +$81.3K 0.04% 183

Other funds holding DOCS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Atticus Wealth Management's DOCS Position: Q4 2021 in Review

Atticus Wealth Management sold out of Doximity (DOCS) in Q4 2021, closing a stake of 1,111 shares — an estimated $90K sold.

Atticus Wealth Management first reported a position in DOCS in Q3 2021 and held it in 1 quarter. The position peaked at $90K in Q3 2021. 203 funds tracked by Wall St. Rank hold DOCS as of Q4 2021.

  • Atticus Wealth Management reported no remaining Doximity position as of Q4 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 1,111 Doximity shares in Q4 2021, an estimated $90K.
  • Atticus Wealth Management first reported a position in Doximity in Q3 2021 and held it in 1 quarter.
  • Atticus Wealth Management's Doximity position peaked at $90K in Q3 2021.
  • 203 funds tracked by Wall St. Rank held Doximity as of Q4 2021.

Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.