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Equitable Trust’s Doximity DOCS Stock Holding History

Equitable Trust’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
Q2 		– Sell
-11,690
Closed -$315K – 435
2024
Q1 		$315K Buy
11,690
+2,381
+26% +$67.9K 0.02% 372
2023
Q4 		$261K Sell
9,309
-2,641
-22% -$62.4K 0.02% 372
2023
Q3 		$254K Hold
11,950
– – 0.02% 367
2023
Q2 		$407K Sell
11,950
-1,822
-13% -$60.7K 0.03% 290
2023
Q1 		$446K Sell
13,772
-1,698
-11% -$56.3K 0.04% 271
2022
Q4 		$519K Sell
15,470
-3,268
-17% -$99.8K 0.04% 251
2022
Q3 		$566K Buy
18,738
+10,008
+115% +$367K 0.05% 235
2022
Q2 		$304K Buy
+8,730
New +$344K 0.02% 321

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Equitable Trust's DOCS Position: Q2 2024 in Review

Equitable Trust sold out of Doximity (DOCS) in Q2 2024, closing a stake of 11,690 shares — an estimated $315K sold.

Equitable Trust first reported a position in DOCS in Q2 2022 and held it in 8 quarters. The position peaked at $566K in Q3 2022. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

  • Equitable Trust reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
  • Equitable Trust sold 11,690 Doximity shares in Q2 2024, an estimated $315K.
  • Equitable Trust first reported a position in Doximity in Q2 2022 and held it in 8 quarters.
  • Equitable Trust's Doximity position peaked at $566K in Q3 2022.
  • 328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Equitable Trust's 13F filing for Q2 2024, filed 31 Jul 2024.