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Clear Perspectives Financial Planning’s Doximity DOCS Stock Holding History

Clear Perspectives Financial Planning’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
-12
Closed -$403 – 207
2022
Q4 		$403 Buy
+12
New +$366 ﹤0.01% 207

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

Clear Perspectives Financial Planning's DOCS Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Doximity (DOCS) in Q1 2023, closing a stake of 12 shares — an estimated $403 sold.

Clear Perspectives Financial Planning first reported a position in DOCS in Q4 2022 and held it in 1 quarter. The position peaked at $403 in Q4 2022. 298 funds tracked by Wall St. Rank hold DOCS as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Doximity position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 12 Doximity shares in Q1 2023, an estimated $403.
  • Clear Perspectives Financial Planning first reported a position in Doximity in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Doximity position peaked at $403 in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Doximity as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.