BPA
DOCS icon

Beacon Pointe Advisors’s Doximity DOCS Stock Holding History

Beacon Pointe Advisors’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
-9,014
Closed -$292K – 1105
2023
Q1 		$292K Sell
9,014
-1,879
-17% -$62.3K 0.01% 947
2022
Q4 		$366K Sell
10,893
-11,541
-51% -$352K 0.01% 798
2022
Q3 		$676K Sell
22,434
-1,295
-5% -$47.5K 0.02% 555
2022
Q2 		$825K Buy
23,729
+560
+2% +$22K 0.02% 519
2022
Q1 		$1.21M Buy
23,169
+8,913
+63% +$449K 0.02% 567
2021
Q4 		$715K Sell
14,256
-2,323
-14% -$151K 0.02% 455
2021
Q3 		$1.34M Buy
+16,579
New +$1.21M 0.03% 358

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $115B AUM 24.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return