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Heritage Wealth Management (Arizona)’s Doximity DOCS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$16.8K Buy
500
+250
+100% +$7.63K ﹤0.01% 699
2022
Q3 		$8K Hold
250
– – ﹤0.01% 685
2022
Q2 		$8.71K Hold
250
– – ﹤0.01% 683
2022
Q1 		$13K Buy
+250
New +$12.6K ﹤0.01% 671

Other funds holding DOCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DOCS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Doximity (DOCS) stake by 100% in Q4 2022, buying an estimated $7.63K and bringing the position to 500 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Heritage Wealth Management (Arizona) first reported a position in DOCS in Q1 2022 and has held it in 4 quarters since. 303 funds tracked by Wall St. Rank hold DOCS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 500 shares of Doximity worth $16.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 250 Doximity shares in Q4 2022, an estimated $7.63K.
  • Doximity made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #699 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Doximity in Q1 2022 and has held it in 4 quarters since.
  • 303 funds tracked by Wall St. Rank held Doximity as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.