AWM
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Avior Wealth Management’s Doximity DOCS Stock Holding History

Avior 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
2025
Q1 		– Sell
-267
Closed -$14.3K – 1160
2024
Q4 		$14.3K Buy
267
+176
+193% +$8.62K ﹤0.01% 1510
2024
Q3 		$3.96K Hold
91
– – ﹤0.01% 1852
2024
Q2 		$2.54K Sell
91
-463
-84% -$12.2K ﹤0.01% 1895
2024
Q1 		$14.9K Buy
+554
New +$15.8K ﹤0.01% 1717
2021
Q4 		– Sell
-193
Closed -$15K – 1119
2021
Q3 		$15K Buy
+193
New +$14.1K ﹤0.01% 714

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Avior Wealth Management's DOCS Position: Q1 2025 in Review

Avior Wealth Management sold out of Doximity (DOCS) in Q1 2025, closing a stake of 267 shares — an estimated $14.3K sold.

Avior Wealth Management first reported a position in DOCS in Q3 2021 and held it in 5 quarters. The position peaked at $15K in Q3 2021. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Avior Wealth Management reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 267 Doximity shares in Q1 2025, an estimated $14.3K.
  • Avior Wealth Management first reported a position in Doximity in Q3 2021 and held it in 5 quarters.
  • Avior Wealth Management's Doximity position peaked at $15K in Q3 2021.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.