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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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Beacon Pointe Advisors's DOCS Position: Q2 2023 in Review

Beacon Pointe Advisors sold out of Doximity (DOCS) in Q2 2023, closing a stake of 9,014 shares — an estimated $292K sold.

Beacon Pointe Advisors first reported a position in DOCS in Q3 2021 and held it in 7 quarters. The position peaked at $1.34M in Q3 2021. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

  • Beacon Pointe Advisors reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 9,014 Doximity shares in Q2 2023, an estimated $292K.
  • Beacon Pointe Advisors first reported a position in Doximity in Q3 2021 and held it in 7 quarters.
  • Beacon Pointe Advisors's Doximity position peaked at $1.34M in Q3 2021.
  • 326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on Beacon Pointe Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.