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Glassman Wealth Services’s Doximity DOCS Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-263
Closed -$7.38K – 653
2023
Q4 		$7.38K Buy
263
+7
+3% +$165 ﹤0.01% 958
2023
Q3 		$5.43K Buy
256
+246
+2,460% +$6.71K ﹤0.01% 1041
2023
Q2 		$340 Hold
10
– – ﹤0.01% 1713
2023
Q1 		$324 Sell
10
-250
-96% -$8.29K ﹤0.01% 1692
2022
Q4 		$8.73K Buy
260
+6
+2% +$183 ﹤0.01% 867
2022
Q3 		$8K Hold
254
– – ﹤0.01% 855
2022
Q2 		$9K Buy
+254
New +$10K ﹤0.01% 839
2021
Q4 		– Sell
-250
Closed -$20K – 1696
2021
Q3 		$20K Buy
+250
New +$18.3K ﹤0.01% 577

Other funds holding DOCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Glassman Wealth Services's DOCS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Doximity (DOCS) in Q1 2024, closing a stake of 263 shares — an estimated $7.38K sold.

Glassman Wealth Services first reported a position in DOCS in Q3 2021 and held it in 8 quarters. The position peaked at $20K in Q3 2021. 336 funds tracked by Wall St. Rank hold DOCS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Doximity position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 263 Doximity shares in Q1 2024, an estimated $7.38K.
  • Glassman Wealth Services first reported a position in Doximity in Q3 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Doximity position peaked at $20K in Q3 2021.
  • 336 funds tracked by Wall St. Rank held Doximity as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.