Burleson & Co’s Doximity DOCS Stock Holding History

Burleson & Co’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
2022 Q2	–	Sell	-250	Closed	-$13K	–	451
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	257
2021 Q4	$13K	Buy	+250	New	+$16.3K	﹤0.01%	248

Other funds holding DOCS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burleson & Co's DOCS Position: Q2 2022 in Review

Burleson & Co sold out of Doximity (DOCS) in Q2 2022, closing a stake of 250 shares — an estimated $13K sold.

Burleson & Co first reported a position in DOCS in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 247 funds tracked by Wall St. Rank hold DOCS as of Q2 2022.

Burleson & Co reported no remaining Doximity position as of Q2 2022 after selling out during the quarter.
Burleson & Co sold 250 Doximity shares in Q2 2022, an estimated $13K.
Burleson & Co first reported a position in Doximity in Q4 2021 and held it in 2 quarters.
Burleson & Co's Doximity position peaked at $13K in Q1 2022.
247 funds tracked by Wall St. Rank held Doximity as of Q2 2022.

Based on Burleson & Co's 13F filing for Q2 2022, filed 13 Jul 2022.