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Coppell Advisory Solutions’s Doximity DOCS Stock Holding History

Coppell Advisory Solutions’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
-561
Closed -$30K – 721
2024
Q4 		$30K Sell
561
-41
-7% -$2.01K ﹤0.01% 739
2024
Q3 		$25.8K Buy
+602
New +$20.1K ﹤0.01% 761

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

Coppell Advisory Solutions's DOCS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Doximity (DOCS) in Q1 2025, closing a stake of 561 shares — an estimated $30K sold.

Coppell Advisory Solutions first reported a position in DOCS in Q3 2024 and held it in 2 quarters. The position peaked at $30K in Q4 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 561 Doximity shares in Q1 2025, an estimated $30K.
  • Coppell Advisory Solutions first reported a position in Doximity in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Doximity position peaked at $30K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.