FDx Advisors’s Doximity DOCS Stock Holding History

FDx Advisors’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	-8,647	Closed	-$290K	–	772
2023 Q1	$290K	Hold	8,647	–	–	0.01%	579
2022 Q4	$290K	Buy	8,647 +489	+6%	+$14.9K	0.01%	579
2022 Q3	$247K	Buy	+8,158	New	+$299K	0.01%	615

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

FDx Advisors's DOCS Position: Q2 2023 in Review

FDx Advisors sold out of Doximity (DOCS) in Q2 2023, closing a stake of 8,647 shares — an estimated $290K sold.

FDx Advisors first reported a position in DOCS in Q3 2022 and held it in 3 quarters. The position peaked at $290K in Q1 2023. 326 funds tracked by Wall St. Rank hold DOCS as of Q2 2023.

FDx Advisors reported no remaining Doximity position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 8,647 Doximity shares in Q2 2023, an estimated $290K.
FDx Advisors first reported a position in Doximity in Q3 2022 and held it in 3 quarters.
FDx Advisors's Doximity position peaked at $290K in Q1 2023.
326 funds tracked by Wall St. Rank held Doximity as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.