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Comprehensive Financial Management’s Doximity DOCS Stock Holding History

Comprehensive Financial 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 		– Sell
-176,810
Closed -$7.7M – 43
2024
Q3 		$7.7M Buy
+176,810
New +$5.9M 0.21% 13
2022
Q2 		– Sell
-3,883
Closed -$202K – 58
2022
Q1 		$202K Sell
3,883
-1,577
-29% -$79.4K ﹤0.01% 48
2021
Q4 		$274K Buy
+5,460
New +$355K ﹤0.01% 51

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Comprehensive Financial Management's DOCS Position: Q4 2024 in Review

Comprehensive Financial Management sold out of Doximity (DOCS) in Q4 2024, closing a stake of 176,810 shares — an estimated $7.7M sold.

Comprehensive Financial Management first reported a position in DOCS in Q4 2021 and held it in 3 quarters. The position peaked at $7.7M in Q3 2024. 434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

  • Comprehensive Financial Management reported no remaining Doximity position as of Q4 2024 after selling out during the quarter.
  • Comprehensive Financial Management sold 176,810 Doximity shares in Q4 2024, an estimated $7.7M.
  • Comprehensive Financial Management first reported a position in Doximity in Q4 2021 and held it in 3 quarters.
  • Comprehensive Financial Management's Doximity position peaked at $7.7M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on Comprehensive Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.