FIM
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Fernwood Investment Management’s Doximity DOCS Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-446
Closed -$12K – 321
2024
Q1 		$12K Buy
+446
New +$12.7K ﹤0.01% 540

Other funds holding DOCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fernwood Investment Management's DOCS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Doximity (DOCS) in Q2 2024, closing a stake of 446 shares — an estimated $12K sold.

Fernwood Investment Management first reported a position in DOCS in Q1 2024 and held it in 1 quarter. The position peaked at $12K in Q1 2024. 327 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 446 Doximity shares in Q2 2024, an estimated $12K.
  • Fernwood Investment Management first reported a position in Doximity in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Doximity position peaked at $12K in Q1 2024.
  • 327 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.