Cary Street Partners Investment Advisory’s Doma Holdings, Inc. DOMA Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DOMA Stock Details DOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$203	–	1881
2023 Q3	$203	Hold	40	–	–	﹤0.01%	1829
2023 Q2	$198	Hold	40	–	–	﹤0.01%	1714
2023 Q1	$408	Hold	40	–	–	﹤0.01%	1615
2022 Q4	$453	Buy	+40	New	+$453	﹤0.01%	1622

Other funds holding DOMA

StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OFCM

One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's DOMA Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Doma Holdings, Inc. (DOMA) in Q4 2023, closing a stake of 40 shares — an estimated $203 sold.

Cary Street Partners Investment Advisory first reported a position in DOMA in Q4 2022 and held it in 4 quarters. The position peaked at $453 in Q4 2022. 39 funds tracked by Wall St. Rank hold DOMA as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Doma Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 40 Doma Holdings, Inc. shares in Q4 2023, an estimated $203.
Cary Street Partners Investment Advisory first reported a position in Doma Holdings, Inc. in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Doma Holdings, Inc. position peaked at $453 in Q4 2022.
39 funds tracked by Wall St. Rank held Doma Holdings, Inc. as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.