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Colonial Trust’s Doximity DOCS Stock Holding History

Colonial Trust’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
2025
Q1 		– Sell
-76
Closed -$4.06K – 1172
2024
Q4 		$4.06K Buy
+76
New +$3.72K ﹤0.01% 1095
2023
Q4 		– Sell
-3
Closed -$71 – 977
2023
Q3 		$71 Sell
3
-99
-97% -$2.7K ﹤0.01% 943
2023
Q2 		$3.46K Hold
102
– – ﹤0.01% 831
2023
Q1 		$3.18K Buy
102
+16
+19% +$531 ﹤0.01% 805
2022
Q4 		$2.91K Buy
+86
New +$2.63K ﹤0.01% 826

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return