CWC
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Carolinas Wealth Consulting’s Doximity DOCS Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-137
Closed -$2.8K – 1008
2023
Q3 		$2.8K Hold
137
– – ﹤0.01% 701
2023
Q2 		$4.66K Hold
137
– – ﹤0.01% 683
2023
Q1 		$4.44K Buy
+137
New +$4.54K ﹤0.01% 709
2022
Q4 		– Sell
-148
Closed -$4K – 1078
2022
Q3 		$4K Buy
148
+31
+26% +$1.14K ﹤0.01% 672
2022
Q2 		$4K Buy
117
+36
+44% +$1.42K ﹤0.01% 674
2022
Q1 		$4K Buy
+81
New +$4.08K ﹤0.01% 717

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return