CA
DOMA

Crewe Advisors’s Doma Holdings, Inc. DOMA Stock Holding History

Crewe Advisors’s Portfolio DOMA Stock Details DOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed – – 1332
2022
Q3 		$0 Hold
40
– – ﹤0.01% 1295
2022
Q2 		$1K Hold
40
– – ﹤0.01% 1129
2022
Q1 		$2K Buy
40
+17
+74% +$1.36K ﹤0.01% 443
2021
Q4 		$3K Buy
+23
New +$3.56K ﹤0.01% 373

Other funds holding DOMA

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSCM
Hudson Structured Capital Management Stamford, Connecticut $28M AUM 36.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's DOMA Position: Q4 2022 in Review

Crewe Advisors sold out of Doma Holdings, Inc. (DOMA) in Q4 2022, closing a stake of 40 shares.

Crewe Advisors first reported a position in DOMA in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 77 funds tracked by Wall St. Rank hold DOMA as of Q4 2022.

  • Crewe Advisors reported no remaining Doma Holdings, Inc. position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 40 Doma Holdings, Inc. shares in Q4 2022.
  • Crewe Advisors first reported a position in Doma Holdings, Inc. in Q4 2021 and held it in 4 quarters.
  • Crewe Advisors's Doma Holdings, Inc. position peaked at $3K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Doma Holdings, Inc. as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.