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Castle Wealth Management’s Doximity DOCS Stock Holding History

Castle 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
2022
Q4 		– Sell
-1,268
Closed -$38K – 242
2022
Q3 		$38K Buy
1,268
+384
+43% +$14.1K 0.02% 245
2022
Q2 		$31K Buy
+884
New +$34.8K 0.02% 271

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Castle Wealth Management's DOCS Position: Q4 2022 in Review

Castle Wealth Management sold out of Doximity (DOCS) in Q4 2022, closing a stake of 1,268 shares — an estimated $38K sold.

Castle Wealth Management first reported a position in DOCS in Q2 2022 and held it in 2 quarters. The position peaked at $38K in Q3 2022. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

  • Castle Wealth Management reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,268 Doximity shares in Q4 2022, an estimated $38K.
  • Castle Wealth Management first reported a position in Doximity in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Doximity position peaked at $38K in Q3 2022.
  • 303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.