BFEC
DOCS icon

Benjamin F. Edwards & Company’s Doximity DOCS Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-150
Closed -$5K – 1813
2022
Q4 		$5K Hold
150
– – ﹤0.01% 1562
2022
Q3 		$5K Hold
150
– – ﹤0.01% 1544
2022
Q2 		$5K Sell
150
-100
-40% -$3.94K ﹤0.01% 1530
2022
Q1 		$13K Buy
250
+150
+150% +$7.55K ﹤0.01% 1313
2021
Q4 		$5K Buy
+100
New +$6.51K ﹤0.01% 1520

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Benjamin F. Edwards & Company's DOCS Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Doximity (DOCS) in Q1 2023, closing a stake of 150 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in DOCS in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 150 Doximity shares in Q1 2023, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Doximity in Q4 2021 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's Doximity position peaked at $13K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.