BKM Wealth Management’s Doximity DOCS Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-260	Closed	-$7.29K	–	279
2023 Q4	$7.29K	Buy	+260	New	+$6.14K	﹤0.01%	482

Other funds holding DOCS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BKM Wealth Management's DOCS Position: Q1 2024 in Review

BKM Wealth Management sold out of Doximity (DOCS) in Q1 2024, closing a stake of 260 shares — an estimated $7.29K sold.

BKM Wealth Management first reported a position in DOCS in Q4 2023 and held it in 1 quarter. The position peaked at $7.29K in Q4 2023. 336 funds tracked by Wall St. Rank hold DOCS as of Q1 2024.

BKM Wealth Management reported no remaining Doximity position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 260 Doximity shares in Q1 2024, an estimated $7.29K.
BKM Wealth Management first reported a position in Doximity in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Doximity position peaked at $7.29K in Q4 2023.
336 funds tracked by Wall St. Rank held Doximity as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.