Bartlett & Co’s Doximity DOCS Stock Holding History

Bartlett & Co’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 Q2	–	Sell	-138	Closed	-$4K	–	1130
2023 Q1	$4K	Hold	138	–	–	﹤0.01%	916
2022 Q4	$5K	Hold	138	–	–	﹤0.01%	913
2022 Q3	$4K	Hold	138	–	–	﹤0.01%	945
2022 Q2	$5K	Hold	138	–	–	﹤0.01%	1002
2022 Q1	$7K	Buy	+138	New	+$6.95K	﹤0.01%	872
2021 Q4	–	Sell	-250	Closed	-$20K	–	517
2021 Q3	$20K	Buy	+250	New	+$18.3K	﹤0.01%	633

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Bartlett & Co's DOCS Position: Q2 2023 in Review

Bartlett & Co sold out of Doximity (DOCS) in Q2 2023, closing a stake of 138 shares — an estimated $4K sold.

Bartlett & Co first reported a position in DOCS in Q3 2021 and held it in 6 quarters. The position peaked at $20K in Q3 2021. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

Bartlett & Co reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
Bartlett & Co sold 138 Doximity shares in Q2 2023, an estimated $4K.
Bartlett & Co first reported a position in Doximity in Q3 2021 and held it in 6 quarters.
Bartlett & Co's Doximity position peaked at $20K in Q3 2021.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on Bartlett & Co's 13F filing for Q2 2023, filed 14 Jul 2023.