Ellis Investment Partners’s Doximity DOCS Stock Holding History

Ellis Investment Partners’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
2022 Q4	–	Sell	-250	Closed	-$7K	–	331
2022 Q3	$7K	Hold	250	–	–	﹤0.01%	612
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	608
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	577
2021 Q4	$12K	Hold	250	–	–	﹤0.01%	599
2021 Q3	$20K	Buy	+250	New	+$18.3K	0.01%	509

Other funds holding DOCS

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

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

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

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

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Ellis Investment Partners's DOCS Position: Q4 2022 in Review

Ellis Investment Partners sold out of Doximity (DOCS) in Q4 2022, closing a stake of 250 shares — an estimated $7K sold.

Ellis Investment Partners first reported a position in DOCS in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

Ellis Investment Partners reported no remaining Doximity position as of Q4 2022 after selling out during the quarter.
Ellis Investment Partners sold 250 Doximity shares in Q4 2022, an estimated $7K.
Ellis Investment Partners first reported a position in Doximity in Q3 2021 and held it in 5 quarters.
Ellis Investment Partners's Doximity position peaked at $20K in Q3 2021.
303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.