Fortis Capital Management’s Doximity DOCS Stock Holding History

Fortis Capital 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	-212,653	Closed	-$5.72M	–	129
2024 Q1	$5.72M	Sell	212,653 -9,705	-4%	-$277K	1.5%	12
2023 Q4	$6.23M	Sell	222,358 -9,000	-4%	-$213K	1.59%	11
2023 Q3	$4.91M	Sell	231,358 -1,655	-0.7%	-$45.2K	1.53%	12
2023 Q2	$7.93M	Sell	233,013 -2,543	-1%	-$84.7K	2.8%	6
2023 Q1	$7.63M	Sell	235,556 -455	-0.2%	-$15.1K	3.09%	4
2022 Q4	$7.92M	Sell	236,011 -240	-0.1%	-$7.33K	5.86%	3
2022 Q3	$7.14M	Sell	236,251 -38,918	-14%	-$1.43M	6.09%	2
2022 Q2	$9.58M	Buy	275,169 +59,944	+28%	+$2.36M	9.42%	2
2022 Q1	$11.2M	Sell	215,225 -26,418	-11%	-$1.33M	5.72%	2
2021 Q4	$12.1M	Buy	+241,643	New	+$15.7M	6.28%	3

Other funds holding DOCS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fortis Capital Management's DOCS Position: Q2 2024 in Review

Fortis Capital Management sold out of Doximity (DOCS) in Q2 2024, closing a stake of 212,653 shares — an estimated $5.72M sold.

Fortis Capital Management first reported a position in DOCS in Q4 2021 and held it in 10 quarters. The position peaked at $12.1M in Q4 2021. 328 funds tracked by Wall St. Rank hold DOCS as of Q2 2024.

Fortis Capital Management reported no remaining Doximity position as of Q2 2024 after selling out during the quarter.
Fortis Capital Management sold 212,653 Doximity shares in Q2 2024, an estimated $5.72M.
Fortis Capital Management first reported a position in Doximity in Q4 2021 and held it in 10 quarters.
Fortis Capital Management's Doximity position peaked at $12.1M in Q4 2021.
328 funds tracked by Wall St. Rank held Doximity as of Q2 2024.

Based on Fortis Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.