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Bleakley Financial Group’s Doximity DOCS Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-6,839
Closed -$365K – 633
2024
Q4 		$365K Buy
6,839
+1,943
+40% +$95.1K 0.01% 716
2024
Q3 		$213K Buy
+4,896
New +$163K 0.01% 907

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bleakley Financial Group's DOCS Position: Q1 2025 in Review

Bleakley Financial Group sold out of Doximity (DOCS) in Q1 2025, closing a stake of 6,839 shares — an estimated $365K sold.

Bleakley Financial Group first reported a position in DOCS in Q3 2024 and held it in 2 quarters. The position peaked at $365K in Q4 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Bleakley Financial Group reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 6,839 Doximity shares in Q1 2025, an estimated $365K.
  • Bleakley Financial Group first reported a position in Doximity in Q3 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Doximity position peaked at $365K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.