CT
DOCS icon

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 – 1171
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Colonial Trust's DOCS Position: Q1 2025 in Review

Colonial Trust sold out of Doximity (DOCS) in Q1 2025, closing a stake of 76 shares — an estimated $4.06K sold.

Colonial Trust first reported a position in DOCS in Q4 2022 and held it in 5 quarters. The position peaked at $4.06K in Q4 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Colonial Trust reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 76 Doximity shares in Q1 2025, an estimated $4.06K.
  • Colonial Trust first reported a position in Doximity in Q4 2022 and held it in 5 quarters.
  • Colonial Trust's Doximity position peaked at $4.06K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.