DB Wealth Management Group’s Doximity DOCS Stock Holding History

DB Wealth Management Group’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
2023 Q4	$3.95K	Hold	141	–	–	﹤0.01%	323
2023 Q3	$2.99K	Hold	141	–	–	﹤0.01%	330
2023 Q2	$4.8K	Hold	141	–	–	﹤0.01%	311
2023 Q1	$4.57K	Hold	141	–	–	﹤0.01%	311
2022 Q4	$4.73K	Buy	+141	New	+$4.31K	﹤0.01%	306
2022 Q1	–	Sell	-141	Closed	-$7K	–	330
2021 Q4	$7K	Buy	+141	New	+$9.18K	﹤0.01%	291

Other funds holding DOCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

DB Wealth Management Group's DOCS Position: Q4 2023 in Review

DB Wealth Management Group held its Doximity (DOCS) position steady in Q4 2023 at 141 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

DB Wealth Management Group first reported a position in DOCS in Q4 2021 and has held it in 6 quarters since. The position peaked at $7K in Q4 2021. 320 funds tracked by Wall St. Rank hold DOCS as of Q4 2023.

DB Wealth Management Group held 141 shares of Doximity worth $3.95K as of Q4 2023.
DB Wealth Management Group left its Doximity share count unchanged in Q4 2023.
Doximity made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #323 holding.
DB Wealth Management Group first reported a position in Doximity in Q4 2021 and has held it in 6 quarters since.
DB Wealth Management Group's Doximity position peaked at $7K in Q4 2021.
320 funds tracked by Wall St. Rank held Doximity as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.