FourThought Financial Partners’s Doximity DOCS Stock Holding History

FourThought Financial Partners’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
2025 Q1	–	Sell	-15,771	Closed	-$842K	–	322
2024 Q4	$842K	Sell	15,771 -794	-5%	-$38.9K	0.09%	145
2024 Q3	$722K	Sell	16,565 -19,104	-54%	-$637K	0.09%	121
2024 Q2	$998K	Buy	35,669 +2,023	+6%	+$53.4K	0.13%	105
2024 Q1	$905K	Buy	33,646 +10,966	+48%	+$313K	0.1%	141
2023 Q4	$636K	Sell	22,680 -433	-2%	-$10.2K	0.08%	166
2023 Q3	$490K	Buy	23,113 +4,138	+22%	+$113K	0.07%	187
2023 Q2	$646K	Buy	18,975 +6,833	+56%	+$228K	0.08%	159
2023 Q1	$393K	Buy	+12,142	New	+$403K	0.05%	215

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

ClearBridge Investments

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baillie Gifford & Co

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company

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