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Cabot Wealth Management’s Doximity DOCS Stock Holding History

Cabot 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
2023
Q3 		– Sell
-31,281
Closed -$1.06M – 143
2023
Q2 		$1.06M Sell
31,281
-804
-3% -$26.8K 0.16% 91
2023
Q1 		$1.04M Buy
+32,085
New +$1.06M 0.16% 90

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cabot Wealth Management's DOCS Position: Q3 2023 in Review

Cabot Wealth Management sold out of Doximity (DOCS) in Q3 2023, closing a stake of 31,281 shares — an estimated $1.06M sold.

Cabot Wealth Management first reported a position in DOCS in Q1 2023 and held it in 2 quarters. The position peaked at $1.06M in Q2 2023. 306 funds tracked by Wall St. Rank hold DOCS as of Q3 2023.

  • Cabot Wealth Management reported no remaining Doximity position as of Q3 2023 after selling out during the quarter.
  • Cabot Wealth Management sold 31,281 Doximity shares in Q3 2023, an estimated $1.06M.
  • Cabot Wealth Management first reported a position in Doximity in Q1 2023 and held it in 2 quarters.
  • Cabot Wealth Management's Doximity position peaked at $1.06M in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Doximity as of Q3 2023.

Based on Cabot Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.