Ellevest Inc’s Doximity DOCS Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-62	Closed	-$2.01K	–	685
2023 Q1	$2.01K	Buy	62 +20	+48%	+$663	﹤0.01%	1440
2022 Q4	$1.41K	Buy	42 +16	+62%	+$489	﹤0.01%	1445
2022 Q3	$1K	Buy	+26	New	+$953	﹤0.01%	1449

Other funds holding DOCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ellevest Inc's DOCS Position: Q2 2023 in Review

Ellevest Inc sold out of Doximity (DOCS) in Q2 2023, closing a stake of 62 shares — an estimated $2.01K sold.

Ellevest Inc first reported a position in DOCS in Q3 2022 and held it in 3 quarters. The position peaked at $2.01K in Q1 2023. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

Ellevest Inc reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 62 Doximity shares in Q2 2023, an estimated $2.01K.
Ellevest Inc first reported a position in Doximity in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Doximity position peaked at $2.01K in Q1 2023.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.