CSC
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Caldwell Sutter Capital’s Doximity DOCS Stock Holding History

Caldwell Sutter Capital’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
Q2 		– Sell
-50
Closed -$1.35K – 929
2024
Q1 		$1.35K Sell
50
-50
-50% -$1.43K ﹤0.01% 795
2023
Q4 		$2.8K Hold
100
– – ﹤0.01% 713
2023
Q3 		$2.12K Hold
100
– – ﹤0.01% 727
2023
Q2 		$3.4K Buy
+100
New +$3.33K ﹤0.01% 664

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caldwell Sutter Capital's DOCS Position: Q2 2024 in Review

Caldwell Sutter Capital sold out of Doximity (DOCS) in Q2 2024, closing a stake of 50 shares — an estimated $1.35K sold.

Caldwell Sutter Capital first reported a position in DOCS in Q2 2023 and held it in 4 quarters. The position peaked at $3.4K in Q2 2023. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

  • Caldwell Sutter Capital reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 50 Doximity shares in Q2 2024, an estimated $1.35K.
  • Caldwell Sutter Capital first reported a position in Doximity in Q2 2023 and held it in 4 quarters.
  • Caldwell Sutter Capital's Doximity position peaked at $3.4K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Caldwell Sutter Capital's 13F filing for Q2 2024, filed 23 Jul 2024.