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Capital Performance Advisors’s Doximity DOCS Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-9
Closed -$392 – 855
2024
Q3 		$392 Buy
+9
New +$300 ﹤0.01% 2358

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Capital Performance Advisors's DOCS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Doximity (DOCS) in Q4 2024, closing a stake of 9 shares — an estimated $392 sold.

Capital Performance Advisors first reported a position in DOCS in Q3 2024 and held it in 1 quarter. The position peaked at $392 in Q3 2024. 434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Doximity position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 Doximity shares in Q4 2024, an estimated $392.
  • Capital Performance Advisors first reported a position in Doximity in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Doximity position peaked at $392 in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.