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EPG Wealth Management’s Doximity DOCS Stock Holding History

EPG Wealth Management’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
2024
Q4 		– Sell
-14,000
Closed -$610K – 427
2024
Q3 		$610K Buy
+14,000
New +$467K 0.15% 148
2024
Q2 		– Sell
-14,000
Closed -$369K – 182
2024
Q1 		$377K Hold
14,000
– – 0.09% 192
2023
Q4 		$406K Hold
14,000
– – 0.11% 178
2023
Q3 		$297K Hold
14,000
– – 0.09% 193
2023
Q2 		$476K Hold
14,000
– – 0.14% 151
2023
Q1 		$453K Buy
+14,000
New +$464K 0.14% 147

Other funds holding DOCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

EPG Wealth Management's DOCS Position: Q4 2024 in Review

EPG Wealth Management sold out of Doximity (DOCS) in Q4 2024, closing a stake of 14,000 shares — an estimated $610K sold.

EPG Wealth Management first reported a position in DOCS in Q1 2023 and held it in 6 quarters. The position peaked at $610K in Q3 2024. 434 funds tracked by Wall St. Rank hold DOCS as of Q4 2024.

  • EPG Wealth Management reported no remaining Doximity position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 14,000 Doximity shares in Q4 2024, an estimated $610K.
  • EPG Wealth Management first reported a position in Doximity in Q1 2023 and held it in 6 quarters.
  • EPG Wealth Management's Doximity position peaked at $610K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Doximity as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.