Berkshire Capital Holdings’s Doximity DOCS Stock Holding History

Berkshire Capital Holdings’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	-10	Closed	-$336	–	96
2022 Q4	$336	Hold	10	–	–	﹤0.01%	67
2022 Q3	$0	Hold	10	–	–	﹤0.01%	74
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	58
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	58
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	67
2021 Q3	$1K	Buy	+10	New	+$731	﹤0.01%	66

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Berkshire Capital Holdings's DOCS Position: Q1 2023 in Review

Berkshire Capital Holdings sold out of Doximity (DOCS) in Q1 2023, closing a stake of 10 shares — an estimated $336 sold.

Berkshire Capital Holdings first reported a position in DOCS in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

Berkshire Capital Holdings reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
Berkshire Capital Holdings sold 10 Doximity shares in Q1 2023, an estimated $336.
Berkshire Capital Holdings first reported a position in Doximity in Q3 2021 and held it in 6 quarters.
Berkshire Capital Holdings's Doximity position peaked at $1K in Q2 2022.
298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Berkshire Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.