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Cary Street Partners Investment Advisory’s Doximity DOCS Stock Holding History

Cary Street Partners Investment Advisory’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
Q1 		– Sell
-200
Closed -$6.71K – 1693
2022
Q4 		$6.71K Buy
+200
New +$6.11K ﹤0.01% 1250

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cary Street Partners Investment Advisory's DOCS Position: Q1 2023 in Review

Cary Street Partners Investment Advisory sold out of Doximity (DOCS) in Q1 2023, closing a stake of 200 shares — an estimated $6.71K sold.

Cary Street Partners Investment Advisory first reported a position in DOCS in Q4 2022 and held it in 1 quarter. The position peaked at $6.71K in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

  • Cary Street Partners Investment Advisory reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 Doximity shares in Q1 2023, an estimated $6.71K.
  • Cary Street Partners Investment Advisory first reported a position in Doximity in Q4 2022 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Doximity position peaked at $6.71K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2023, filed 12 May 2023.