Focused Wealth Management’s Doximity DOCS Stock Holding History

Focused 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
2023 Q3	–	Sell	-6,000	Closed	-$3K	–	1056
2023 Q2	$3K	Buy	+6,000	New	+$200K	﹤0.01%	753

Other funds holding DOCS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Focused Wealth Management's DOCS Position: Q2 2022 in Review

Focused Wealth Management sold out of Doximity (DOCS) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in DOCS in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 247 funds tracked by Wall St. Rank hold DOCS as of Q2 2022.

Focused Wealth Management reported no remaining Doximity position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 100 Doximity shares in Q2 2022, an estimated $5K.
Focused Wealth Management first reported a position in Doximity in Q1 2022 and held it in 1 quarter.
Focused Wealth Management's Doximity position peaked at $5K in Q1 2022.
247 funds tracked by Wall St. Rank held Doximity as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.