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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

FourThought Financial Partners's DOCS Position: Q1 2025 in Review

FourThought Financial Partners sold out of Doximity (DOCS) in Q1 2025, closing a stake of 15,771 shares — an estimated $842K sold.

FourThought Financial Partners first reported a position in DOCS in Q1 2023 and held it in 8 quarters. The position peaked at $998K in Q2 2024. 492 funds tracked by Wall St. Rank hold DOCS as of Q1 2025.

FourThought Financial Partners reported no remaining Doximity position as of Q1 2025 after selling out during the quarter.
FourThought Financial Partners sold 15,771 Doximity shares in Q1 2025, an estimated $842K.
FourThought Financial Partners first reported a position in Doximity in Q1 2023 and held it in 8 quarters.
FourThought Financial Partners's Doximity position peaked at $998K in Q2 2024.
492 funds tracked by Wall St. Rank held Doximity as of Q1 2025.

Based on FourThought Financial Partners's 13F filing for Q1 2025, filed 7 May 2025.