Cassady Schiller Wealth Management’s Doximity DOCS Stock Holding History

Cassady Schiller Wealth Management’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	$481	Buy	+9	New	+$441	﹤0.01%	993

Other funds holding DOCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Cassady Schiller Wealth Management's DOCS Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Doximity (DOCS) in Q4 2024: 9 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

Cassady Schiller Wealth Management held 9 shares of Doximity worth $481 as of Q4 2024.
Doximity was a new Cassady Schiller Wealth Management position in Q4 2024.
Doximity made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #993 holding.
434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.